Plan Snapshot
- Plan Sponsor: Colorado Contractors Open Shop Employers Master Retirement Trust
- Sponsor EIN: 516095686
- Sponsor Address: 700 TOWER DR STE 300, TROY, MI, 480982835
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.9M | $0 | $0 |
| 2023 | 0 | $7.6M | $0 | $0 |
| 2022 | 0 | $7.3M | $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 |
|---|---|---|---|---|
| BENESYS | Other Service Provider | $16,305 | — | $16,305 |
| SEGAL SELECT INSURANCE | Other Service Provider | $7,423 | — | $7,423 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,728
- Estimated Expense Ratio: 0.828% 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 | $28,425 | $4,697 | $15,100 | — | — |
| 2023 | $46,446 | $15,731 | $16,088 | $10,000 | — |
| 2022 | $45,820 | $25,552 | $8,861 | — | -$724 |