Plan Snapshot
- Plan Sponsor: Conservation Legacy
- Sponsor EIN: 841450808
- Sponsor Address: 701 CAMINO DEL RIO SUITE 101, DURANGO, CO, 81301
- Plan Type: 403(b)
- Total Participants: 325
- Total Assets: $2.8M
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 | 325 | $2.8M | $167,460 | $356,535 |
| 2023 | 300 | $2.1M | $113,517 | $244,595 |
| 2022 | 265 | $1.8M | $126,985 | $247,610 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $29,732 | $12,543 | $17,189 | — | — |
| 2023 | $26,975 | $26,975 | — | — | — |
| 2022 | $24,639 | — | $24,639 | — | — |