Plan Snapshot
- Plan Sponsor: Efolder, INC.
- Sponsor EIN: 470897323
- Sponsor Address: 1700 BROADWAY, DENVER, CO, 80290
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $1.8M | $0 | $808,953 |
| 2023 | 136 | $7.7M | $0 | $1.0M |
| 2022 | 139 | $6.1M | $0 | $918,311 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | INVESTMENT/FINANCIAL ADV | $38,503 | — | $38,503 |
| ADP, INC. | RECORDKEEPER | $33,332 | — | $33,332 |
| JOHNSON O'CONNOR FERON &CARUCCI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MML INVESTORS SERVICES LLC — INVESTMENT/FINANCIAL ADV
- ADP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,835
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 | — | — | — | — | — |
| 2024 | $52,584 | — | $10,415 | — | — |
| 2023 | $34,201 | — | — | — | — |
| 2022 | $36,372 | — | — | — | — |