# Felsburg, Holt & Ullevig, INC. 401(k) Plan
Source: https://planprovider.pro/companies/felsburg-holt-ullevig-inc-401k-plan

> Felsburg, Holt & Ullevig, INC.'s 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Felsburg, Holt & Ullevig, INC.

- **Sponsor EIN:** 840965977

- **Sponsor Address:** 6400 SOUTH FIDDLERS GREEN CIRCLE SU, GREENWOOD VILLAGE, CO, 80111

- **Plan Type:** 401(k)

- **Total Participants:** 195

- **Total Assets:** $31.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|195|$31.7M|$725,839|$1.8M|

| 2023|193|$27.9M|$969,934|$1.8M|

| 2022|169|$22.1M|$427,813|$1.5M|

## 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 LLC|INVESTMENT ADVISOR|$42,665|—|$42,665|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$17,521|—|$17,521|

| MARTILLARO, RAUB AND ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MARTILLARO, RAUB AND ASSOCIATES](https://planprovider.pro/provider/martillaro-raub-and-associates) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,186

- **Estimated Expense Ratio:** 0.190% 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|$60,186|$42,665|—|—|—|

| 2023|$49,816|$36,183|—|—|—|

| 2022|$49,949|$35,960|$13,989|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/felsburg-holt-ullevig-inc-401k-plan)

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