Plan Snapshot
- Plan Sponsor: Colorado Allergy & Asthma Centers, P.C.
- Sponsor EIN: 840735271
- Sponsor Address: 125 RAMPART WAY, DENVER, CO, 80230
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 121 | $28.8M | $1.0M | $693,266 |
| 2023 | 107 | $26.1M | $989,729 | $632,072 |
| 2022 | 112 | $23.1M | $995,512 | $670,195 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,633 | $27,900 | $33,723 | — | — |
| 2023 | $57,528 | $24,515 | $33,013 | — | — |
| 2022 | $56,364 | $24,906 | $31,458 | — | — |