Plan Snapshot
- Plan Sponsor: Colorado Bluesky Enterprises
- Sponsor EIN: 840561888
- Sponsor Address: 115 WEST 2ND ST., PUEBLO, CO, 81003
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $1.4M
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 | 31 | $1.4M | $0 | $0 |
| 2023 | 48 | $1.5M | $0 | $0 |
| 2020 | 100 | $1.3M | $0 | $0 |
| 2019 | 112 | $1.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| LOGAN, THOMAS AND JOHNSON, LLC | Auditor | — | — | $0 |
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 | $19,094 | — | $19,094 | — | — |
| 2023 | $13,162 | — | $13,162 | — | — |
| 2020 | $1,946 | — | $1,946 | — | — |
| 2019 | $2,589 | — | $2,589 | — | — |