Plan Snapshot
- Plan Sponsor: Family Care Center, PLLC
- Sponsor EIN: 810970561
- Sponsor Address: 9360 STATION STREET, LONE TREE, CO, 80124
- Plan Type: 401(k)
- Total Participants: 763
- Total Assets: $10.4M
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 | 763 | $10.4M | $1.1M | $2.8M |
| 2023 | 599 | $4.3M | $498,845 | $1.5M |
| 2022 | 281 | $1.8M | $250,248 | $594,334 |
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 |
|---|---|---|---|---|
| PLANTE MORAN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,427 | $31,229 | — | — | — |
| 2023 | $14,072 | — | — | — | — |
| 2022 | $8,608 | — | — | — | — |