Plan Snapshot
- Plan Sponsor: Down To Earth Compliance, LLC
- Sponsor EIN: 841296501
- Sponsor Address: 15690 E 33RD AVENUE, AURORA, CO, 80011
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 39
- Total Assets: $3,209
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 39 | $3,209 | $0 | $0 |
| 2024 | 41 | $12,463 | $450,889 | $29,437 |
| 2023 | 56 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $30,271 | — | $30,271 |
| ONEDIGITAL (DENVER, CO) | Investment Advisor | $17,535 | — | $17,535 |
| REVIVEHEALTH, INC. | Other Service Provider | $6,513 | — | $6,513 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,319
- Estimated Expense Ratio: 1692.708% 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 |
|---|---|---|---|---|---|
| 2025 | $391,224 | — | — | — | — |
| 2024 | $491,737 | — | — | — | — |
| 2023 | — | — | — | — | — |