Plan Snapshot
- Plan Sponsor: Corus Orthodontists LLC
- Sponsor EIN: 843269833
- Sponsor Address: 10463 PARK MEADOWS DRIVE, SUITE 206, LONE TREE, CO, 80124
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $42.1M
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 | 273 | $42.1M | $579,972 | $1.3M |
| 2023 | 176 | $36.0M | $563,948 | $1.3M |
| 2022 | 175 | $23.3M | $520,344 | $945,523 |
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 |
|---|---|---|---|---|
| RICHEY MAY & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY MAY & CO — 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 | $103,840 | $75,523 | $4,940 | — | — |
| 2023 | $96,746 | $73,647 | — | — | — |
| 2022 | $51,653 | $44,586 | — | — | — |