Plan Snapshot
- Plan Sponsor: Family Physicians Of Greeley, Professional L.L.P.
- Sponsor EIN: 840617514
- Sponsor Address: 6801 W. 20TH STREET., SUITE 101, GREELEY, CO, 806349640
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $24.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 107 | $24.6M | $518,812 | $590,090 |
| 2023 | 105 | $23.6M | $433,325 | $658,648 |
| 2022 | 122 | $20.5M | $708,534 | $612,776 |
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 |
|---|---|---|---|---|
| ANDERSON & WHITNEY, PC | 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 | $36,186 | — | $36,186 | — | — |
| 2023 | $47,977 | — | — | — | — |
| 2022 | $49,720 | — | $49,720 | — | — |