Plan Snapshot
- Plan Sponsor: Colorado Springs Radiologists, P.C.
- Sponsor EIN: 840607791
- Sponsor Address: 1390 KELLY JOHNSON BOULEVARD, COLORADO SPRINGS, CO, 80920
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 280
- Total Assets: $57.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 280 | $57.1M | $0 | $0 |
| 2024 | 202 | $49.9M | $2.0M | $1.2M |
| 2023 | 196 | $47.8M | $1.8M | $1.0M |
| 2022 | 206 | $40.7M | $1.8M | $1.0M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | Other Service Provider | $57,353 | — | $57,353 |
| T ROWE PRICE RPS INC | Other Service Provider | $24,579 | — | $24,579 |
| EP WEALTH ADVISORS LLC | Other Service Provider | $14,597 | — | $14,597 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,529
- Estimated Expense Ratio: 0.169% 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 |
|---|---|---|---|---|---|
| 2025 | $3,857,167 | — | — | — | — |
| 2024 | $71,479 | — | — | — | — |
| 2023 | $77,847 | — | — | — | — |
| 2022 | $77,365 | — | — | — | $53,597 |