Plan Snapshot
- Plan Sponsor: Ctl/Thompson, INC.
- Sponsor EIN: 840609804
- Sponsor Address: 7306 S. ALTON WAY, CENTENNIAL, CO, 80112
- Plan Type: DC
- Total Participants: 278
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 278 | $22.4M | $602,875 | $1.1M |
| 2023 | 255 | $20.3M | $602,531 | $942,069 |
| 2022 | 230 | $16.9M | $902,081 | $901,194 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $32,812 | — | $32,812 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $18,812 | — | $18,812 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,314 | — | $7,314 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,938
- Estimated Expense Ratio: 0.264% 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 | $148,219 | — | $148,219 | — | — |
| 2023 | $132,984 | — | $132,984 | — | — |
| 2022 | $123,735 | — | $123,735 | — | — |