Plan Snapshot
- Plan Sponsor: Equus Software LLC
- Sponsor EIN: 841499245
- Sponsor Address: 390 UNION BLVD, LAKEWOOD, CO, 80228
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 100 | $25.2M | $526,823 | $1.2M |
| 2023 | 110 | $20.8M | $524,559 | $1.4M |
| 2022 | 123 | $16.8M | $625,800 | $1.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | NONE | $50,070 | — | $50,070 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,070
- Estimated Expense Ratio: 0.199% 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 | $52,349 | $50,070 | $2,279 | — | — |
| 2023 | $42,742 | $39,210 | $3,532 | — | — |
| 2022 | $42,234 | $38,193 | $4,041 | — | — |