Plan Snapshot
- Plan Sponsor: Catamount Constructors, INC.
- Sponsor EIN: 582288306
- Sponsor Address: 1527 COLE BOULEVARD, SUITE 100, LAKEWOOD, CO, 80401
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $30.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 344 | $30.3M | $964,785 | $3.2M |
| 2023 | 315 | $26.4M | $847,998 | $2.7M |
| 2022 | 281 | $20.5M | $680,736 | $2.2M |
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 |
|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS | INVESTMENT ADVISOR | — | $51,940 | $51,940 |
| CBIZ BENEFITS & INSURANCE | TPA | — | $15,866 | $15,866 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,806
- Estimated Expense Ratio: 0.224% 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 | $106,914 | $3,806 | $101,283 | — | — |
| 2023 | $85,538 | — | — | — | — |
| 2022 | $71,920 | — | $71,920 | — | — |