Plan Snapshot
- Plan Sponsor: Colorado Structures, INC.
- Sponsor EIN: 840776040
- Sponsor Address: 540 ELKTON DRIVE, COLORADO SPRINGS, CO, 80907
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $23.3M
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. |
|---|---|---|---|---|
| 2024 | 185 | $23.3M | $349,629 | $1.5M |
| 2023 | 194 | $20.6M | $317,911 | $1.5M |
| 2022 | 172 | $16.9M | $282,492 | $1.3M |
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 |
|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | INVESTMENT/FINANCIAL ADVI | $54,972 | — | $54,972 |
| ADP, INC. | RECORD KEEPER | $43,410 | — | $43,410 |
| STOCKMAN KAST RYAN CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- STOCKMAN KAST RYAN CO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,382
- Estimated Expense Ratio: 0.423% 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 | $98,382 | $54,972 | — | — | — |
| 2023 | $86,919 | $53,091 | — | — | — |
| 2022 | $81,962 | — | — | — | — |