Plan Snapshot
- Plan Sponsor: Donor Alliance, INC.
- Sponsor EIN: 841003771
- Sponsor Address: 200 SPRUCE STREET, SUITE 200, DENVER, CO, 80230
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $34.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 208 | $34.0M | $1.7M | $1.6M |
| 2023 | 201 | $28.2M | $1.6M | $1.4M |
| 2022 | 174 | $21.9M | $1.3M | $1.2M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | SERVICE PROVIDER | — | $76,791 | $76,791 |
| TYCOR BENEFIT ADMINISTRATORS, INC. | THIRD PARTY ADMIN | — | $14,693 | $14,693 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $6,104 | — | $6,104 |
| KUNDINGER, CORDER & MONTOYA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — SERVICE PROVIDER
- KUNDINGER, CORDER & MONTOYA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,588
- Estimated Expense Ratio: 0.287% 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 | $9,705 | $6,155 | $2,800 | — | — |
| 2023 | $8,068 | $8,068 | — | — | — |
| 2022 | $8,308 | $4,258 | — | — | — |