Plan Snapshot
- Plan Sponsor: Encompass Technologies Development INC.
- Sponsor EIN: 813742513
- Sponsor Address: 420 LINDEN STREET #200, FORT COLLINS, CO, 80524
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 221
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 221 | $9.6M | $0 | $0 |
| 2024 | 151 | $7.1M | $656,831 | $1.3M |
| 2023 | 183 | $5.1M | $617,100 | $1.1M |
| 2022 | 143 | $2.7M | $513,684 | $875,721 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $23,690 | — | $23,690 |
| NEWFRONT RETIREMENT SERVICES INC | Investment Advisor | $23,004 | — | $23,004 |
| BENEFITS 2 ADMINISTRATORS, LLC | Other Service Provider | $6,228 | — | $6,228 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,922
- Estimated Expense Ratio: 0.552% 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 | $1,412,858 | $22,139 | — | — | — |
| 2024 | $66,473 | $21,502 | $13,575 | — | — |
| 2023 | $36,566 | $28,851 | $4,225 | — | — |
| 2022 | $29,070 | — | $29,070 | — | — |