Plan Snapshot
- Plan Sponsor: Floyds 99 Holdings, LLC
- Sponsor EIN: 432076353
- Sponsor Address: 5340 S. QUEBEC ST. 205 N, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 547 | $2.2M | $0 | $219,602 |
| 2023 | 216 | $1.9M | $0 | $207,223 |
| 2022 | 605 | $1.6M | $247,765 | $0 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $35,351 | — | $35,351 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $25,000 | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,351
- Estimated Expense Ratio: 2.779% 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 | $36,662 | $276 | $35,064 | — | — |
| 2023 | $14,625 | — | $14,475 | — | — |
| 2022 | $19,583 | — | $19,583 | — | — |