# Colorado Allergy & Asthma Centers, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/colorado-allergy-asthma-centers-p-c-401k-plan

> Colorado Allergy & Asthma Centers, P.C.'s 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$33,723|—|$33,723|

| WORLD INVESTMENT ADVISOR|INVESTMENT ADVISORY|$27,900|—|$27,900|

| 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.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,623

- **Estimated Expense Ratio:** 0.214% 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|$61,633|$27,900|$33,723|—|—|

| 2023|$57,528|$24,515|$33,013|—|—|

| 2022|$56,364|$24,906|$31,458|—|—|

## Similar Plans

- [Summit Pathology](https://planprovider.pro/companies/summit-pathology-401k-plan) — 122 participants

- [Rocky Mountain Gastroenterology Associates, PLLC](https://planprovider.pro/companies/rocky-mountain-gastroenterology-associates-pllc-plan-002) — 122 participants

- [Colorado Retina Associates, PLLC](https://planprovider.pro/companies/colorado-retina-associates-p-c-plan) — 123 participants

- [Vail-Summit Orthopaedics, P.C.](https://planprovider.pro/companies/vail-summit-orthopaedics-pc-401k-plan) — 119 participants

- [Carepoint Health, LLC](https://planprovider.pro/companies/carepoint-health-llc-plan-004) — 118 participants

- [Cedar Point Health LLC](https://planprovider.pro/companies/cedar-point-health-llc-401k-plan) — 117 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/colorado-allergy-asthma-centers-p-c-401k-plan)

© 2026 PlanProvider.Pro