Plan Snapshot
- Plan Sponsor: Columbine Management Services
- Sponsor EIN: 841250112
- Sponsor Address: 802 WEST DRAKE ROAD, SUITE 105, FORT COLLINS, CO, 80526
- Plan Type: 401(k)
- Total Participants: 1,341
- Total Assets: $32.5M
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 | 1,341 | $32.5M | $0 | $2.8M |
| 2023 | 901 | $27.7M | $18 | $2.8M |
| 2022 | 935 | $25.1M | $2 | $2.7M |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | ADVISOR | — | $57,062 | $57,062 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $22,247 | — | $22,247 |
| SOUKUP BUSH & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SOUKUP BUSH & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,309
- Estimated Expense Ratio: 0.244% 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 | $22,247 | — | — | — | — |
| 2023 | $23,001 | — | $300 | — | — |
| 2022 | $59,412 | — | — | — | — |