Plan Snapshot
- Plan Sponsor: Community Partnership For Child Development
- Sponsor EIN: 841071825
- Sponsor Address: 2330 ROBINSON STREET, COLORADO SPRINGS, CO, 80904
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 323 | $9.7M | $0 | $636,710 |
| 2023 | 334 | $8.8M | $0 | $598,490 |
| 2022 | 330 | $8.6M | $990,932 | $523,711 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $40,910 | — | $40,910 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | CONTRACT ADMIN | $21,783 | — | $21,783 |
| CETERA INVESTMENT ADVISERS | INVESTMENT ADVISOR | $17,571 | — | $17,571 |
| STOCKMAN KAST RYAN & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $80,264
- Estimated Expense Ratio: 0.825% 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 | $82,901 | — | $82,901 | — | — |
| 2023 | $79,610 | — | $79,610 | — | — |
| 2022 | $78,631 | — | $78,631 | — | — |