Plan Snapshot
- Plan Sponsor: Concept Consulting, LLC
- Sponsor EIN: 461211152
- Sponsor Address: 9596 METRO AIRPORT AVE, BROOMFIELD, CO, 80021
- Plan Type: 401(k)
- Total Participants: 2,848
- Total Assets: $5.1M
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 | 2,848 | $5.1M | $184,599 | $335,779 |
| 2023 | 2,564 | $4.2M | $106,303 | $217,121 |
| 2022 | 914 | $4.0M | $153,535 | -$3,092 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY, CPAS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY, CPAS, P.C. — 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 | $277,499 | — | $14,944 | — | — |
| 2023 | $768,952 | — | $13,201 | — | — |
| 2022 | $18,484 | — | — | — | — |