Plan Snapshot
- Plan Sponsor: Credit Union Of Denver
- Sponsor EIN: 840186846
- Sponsor Address: 9305 WEST ALAMEDA AVENUE, LAKEWOOD, CO, 80226
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $13.7M
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 | 164 | $13.7M | $693,202 | $826,855 |
| 2023 | 148 | $11.1M | $496,364 | $738,241 |
| 2022 | 109 | $9.1M | $404,021 | $637,287 |
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 | $50,518 | $10,659 | $39,559 | — | — |
| 2023 | $41,216 | $9,880 | $30,986 | — | — |
| 2022 | $50,532 | — | — | — | — |