Plan Snapshot
- Plan Sponsor: Colordynamics, INC.
- Sponsor EIN: 752493626
- Sponsor Address: 200 EAST BETHANY DRIVE, ALLEN, TX, 75002
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 149 | $16.8M | $204,052 | $960,855 |
| 2023 | 152 | $15.7M | $283,961 | $899,676 |
| 2022 | 152 | $13.5M | $151,637 | $840,950 |
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 | INVESTMENT ADVISOR | $34,606 | — | $34,606 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $21,280 | — | $21,280 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,886
- Estimated Expense Ratio: 0.332% 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 | $90,644 | $34,606 | — | — | — |
| 2023 | $81,533 | $34,085 | — | — | — |
| 2022 | $83,510 | $34,352 | $49,158 | — | — |