Colorado Springs Independence Center 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Colorado Springs Independence Center
  • Sponsor EIN: 841052916
  • Sponsor Address: 729 SOUTH TEJON STREET, COLORADO SPRINGS, CO, 80903
  • Plan Type: 403(b)
  • Total Participants: 285
  • Total Assets: $4.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024285$4.0M$73,361$149,664
2023275$3.6M$47,484$132,992
2022266$3.2M$64,952$163,793

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
BIGGSKOFFORD P.C.Auditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$610$610
2023$8,391$1,891$6,500
2022$847$847

Similar Plans