# Career Certified 401(k) Plan
Source: https://planprovider.pro/companies/career-certified-401k-plan

> Career Certified's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Career Certified

- **Sponsor EIN:** 854166844

- **Sponsor Address:** 5670 GREENWOOD PLAZA BLVD.,, GREENWOOD VILLAGE, CO, 80111

- **Plan Type:** 401(k)

- **Total Participants:** 39

- **Total Assets:** $6.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|39|$6.2M|$276,367|$1.0M|

| 2023|268|$4.5M|$304,569|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WELLS FARGO CLEARING SERVICES, LLC|NONE|$27,703|—|$27,703|

| NATIONWIDE|NONE|$16,403|—|$16,403|

| WATSON COON RYAN, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WELLS FARGO CLEARING SERVICES, LLC](https://planprovider.pro/provider/wells-fargo-clearing-services-llc) — NONE

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

- [WATSON COON RYAN, LLC](https://planprovider.pro/provider/watson-coon-ryan-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,106

- **Estimated Expense Ratio:** 0.713% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$82,399|—|—|—|—|

| 2023|$42,025|—|$42,025|—|—|

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