Plan Snapshot
- Plan Sponsor: Energy Resource Center
- Sponsor EIN: 840809393
- Sponsor Address: COLORADO SPRINGS ,, COLORADO SPRINGS, CO, 809034435
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 157
- Total Assets: $0
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 | 157 | $0 | $0 | $0 |
| 2024 | 100 | $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 |
|---|---|---|---|---|
| CRC BENEFITS | Other Service Provider | $285,516 | — | $285,516 |
| COASTAL ADMINISTRATIVE SERVICES | Other Service Provider | $69,875 | — | $69,875 |
| PEAK BENEFITS | Other Service Provider | $57,231 | — | $57,231 |
| 6 DEGREES | Other Service Provider | $43,421 | — | $43,421 |
| AIMM | Other Service Provider | $33,424 | — | $33,424 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $489,467
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 | — | — | — | — | — |