Plan Snapshot
- Plan Sponsor: Colorado Ob/Gyn Partners, PLLC
- Sponsor EIN: 451588625
- Sponsor Address: 9195 GRANT STREET, SUITE 410, DENVER, CO, 80229
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $160,789 | $269,346 |
| 2022 | 112 | $14.3M | $410,555 | $740,680 |
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 | $77,570 | — | $77,570 |
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $24,590 | $24,590 |
| JDS PROFESSIONAL GROUP | ACCOUNTANT | $9,950 | — | $9,950 |
| CREATIVE RETIREMENT PLAN CONSULTING | OTHER SERVICES | — | $5,761 | $5,761 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,871
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 |
|---|---|---|---|---|---|
| 2023 | $85,777 | — | $85,777 | — | — |
| 2022 | $87,445 | — | $77,570 | — | $9,875 |