Plan Snapshot
- Plan Sponsor: English Language Institute/China
- Sponsor EIN: 953551085
- Sponsor Address: 1629 BLUE SPRUCE DR, FORT COLLINS, CO, 805242013
- Plan Type: 403(b)
- Total Participants: 342
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 342 | $14.2M | $181,350 | $690,124 |
| 2023 | 348 | $12.6M | $181,737 | $646,237 |
| 2022 | 372 | $10.5M | $160,743 | $618,459 |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | INVESTMENT ADVISOR | $29,447 | — | $29,447 |
| CAPIN CROUSE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,447
- Estimated Expense Ratio: 0.207% 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 | $39,195 | $31,460 | — | — | — |
| 2023 | $32,647 | $24,758 | — | — | — |
| 2022 | $27,999 | $23,656 | $4,343 | — | — |