Plan Snapshot
- Plan Sponsor: Intero Digital 401(K) Trust
- Sponsor EIN: 843729121
- Sponsor Address: 5475 MARK DABLING BLVD, STE 210, COLORADO SPRINGS, CO, 80918
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $9.3M
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 | 160 | $9.3M | $486,116 | $885,467 |
| 2023 | 176 | $7.7M | $493,822 | $912,580 |
| 2022 | 130 | $3.0M | $350,920 | $690,679 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $56,860 | $27,007 | — | — | — |
| 2023 | $22,065 | $17,937 | — | — | — |
| 2022 | $15,469 | — | $15,469 | — | — |