Plan Snapshot
- Plan Sponsor: Colorado West INC.
- Sponsor EIN: 264166271
- Sponsor Address: 515 28 3/4 RD BLDG A, GRAND JUNCTION, CO, 81501
- Plan Type: 403(b)
- Total Participants: 465
- Total Assets: $11.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 465 | $11.0M | $602,245 | $1.1M |
| 2023 | 537 | $9.5M | $533,122 | $954,682 |
| 2022 | 478 | $8.5M | $315,364 | $983,185 |
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 |
|---|---|---|---|---|
| DWC | Auditor | — | — | $0 |
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 | $42,312 | $40,138 | $2,174 | — | — |
| 2023 | $3,596 | — | $3,596 | — | — |
| 2022 | $17,376 | — | $17,376 | — | — |