Plan Snapshot
- Plan Sponsor: Every Child Pediatrics
- Sponsor EIN: 841321485
- Sponsor Address: 9197 GRANT STREET, THORNTON, CO, 80229
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $11.5M
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 | 140 | $11.5M | $194,140 | $626,582 |
| 2023 | 120 | $9.8M | $146,207 | $496,519 |
| 2022 | 133 | $7.8M | $244,601 | $501,843 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $47,845 | — | $47,845 |
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISOR | $30,120 | — | $30,120 |
| BIGGS KOFFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISOR
- BIGGS KOFFORD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,965
- Estimated Expense Ratio: 0.676% 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 | $78,040 | — | $47,920 | — | — |
| 2023 | $68,178 | $28,966 | $39,212 | — | — |
| 2022 | $68,641 | — | $68,641 | — | — |