Plan Snapshot
- Plan Sponsor: Davis Graham & Stubbs LLP
- Sponsor EIN: 840421951
- Sponsor Address: 3400 WALNUT STREET, SUITE 700, DENVER, CO, 80205
- Plan Type: DC
- Total Participants: 227
- Total Assets: $179.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 227 | $179.8M | $3.6M | $3.4M |
| 2023 | 242 | $155.9M | $3.4M | $3.4M |
| 2022 | 230 | $132.4M | $3.0M | $2.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
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 | $5,000 | — | — | — | — |
| 2023 | $4,459 | — | — | — | — |
| 2022 | $5,400 | — | — | — | — |