Plan Snapshot
- Plan Sponsor: Fiore & Sons, INC.
- Sponsor EIN: 840789161
- Sponsor Address: 80 E. 62ND AVENUE, SUITE 101, DENVER, CO, 802161020
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 351 | $21.7M | $839,271 | $2.4M |
| 2023 | 303 | $18.3M | $657,755 | $2.0M |
| 2022 | 340 | $14.8M | $724,781 | $2.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $77,613 | — | $77,613 |
| LEGACY BENEFIT SERVICES | CONTRACT ADMINISTRATOR | $5,076 | $362 | $5,438 |
| MARTIN, VEJVODA AND ASSOCIATES, INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,051
- Estimated Expense Ratio: 0.382% 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 | $82,689 | — | $82,689 | — | — |
| 2023 | $111,394 | — | $111,394 | — | — |
| 2022 | $101,738 | — | $100,493 | — | $1,245 |