Plan Snapshot
- Plan Sponsor: Flood & Peterson Insurance, INC.
- Sponsor EIN: 840475762
- Sponsor Address: 4687 W 18TH ST, GREELEY, CO, 80634
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $21.0M
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 | 102 | $21.0M | $698,927 | $1.2M |
| 2023 | 96 | $17.6M | $615,946 | $1.1M |
| 2022 | 90 | $16.4M | $589,104 | $1.0M |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $17,705 | — | $17,705 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,705
- Estimated Expense Ratio: 0.084% 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 | $75,024 | $49,786 | — | $17,705 | — |
| 2023 | $66,211 | — | — | — | — |
| 2022 | $53,795 | $53,795 | — | — | — |