Plan Snapshot
- Plan Sponsor: Developmental Disabilities Resource Center
- Sponsor EIN: 846035455
- Sponsor Address: 11177 WEST 8TH AVE., LAKEWOOD, CO, 80215
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $24.5M
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 | 243 | $24.5M | $342,704 | $798,399 |
| 2023 | 286 | $22.3M | $353,233 | $825,256 |
| 2022 | 279 | $20.7M | $338,993 | $798,932 |
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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | Recordkeeper | $14,667 | — | $14,667 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,667
- Estimated Expense Ratio: 0.060% 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 | $14,667 | — | $14,667 | — | — |
| 2023 | $36,456 | $12,500 | $23,956 | — | — |
| 2022 | $49,932 | $25,000 | $15,872 | — | $9,060 |