Plan Snapshot
- Plan Sponsor: Colorado College
- Sponsor EIN: 840402510
- Sponsor Address: 14 E. CACHE LA POUDRE STREET, COLORADO SPRINGS, CO, 80903
- Plan Type: 403(b)
- Total Participants: 737
- Total Assets: $381.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 737 | $381.5M | $6.0M | $5.5M |
| 2023 | 718 | $352.5M | $5.7M | $5.2M |
| 2022 | 705 | $318.8M | $5.3M | $4.9M |
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 |
|---|---|---|---|---|
| INSERO & CO. CPAS, LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO & CO. CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.006% 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 | $276,719 | $53,950 | — | $21,000 | — |
| 2023 | $268,348 | $55,866 | — | $20,000 | — |
| 2022 | $259,279 | $54,511 | — | — | $19,700 |