Plan Snapshot
- Plan Sponsor: Fort Collins Radiologic Associates, P.C.
- Sponsor EIN: 840706789
- Sponsor Address: 2008 CARIBOU DRIVE, FORT COLLINS, CO, 80525
- Plan Type: DC
- Total Participants: 88
- Total Assets: $36.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 88 | $36.6M | $3.1M | $570,790 |
| 2023 | 91 | $35.5M | $2.8M | $629,530 |
| 2022 | 90 | $28.3M | $2.2M | $564,402 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | NONE | $23,491 | — | $23,491 |
| SOUKUP, BUSH & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — NONE
- SOUKUP, BUSH & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,491
- Estimated Expense Ratio: 0.064% 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 | $27,206 | $23,491 | — | — | — |
| 2023 | $12,407 | $8,362 | — | — | — |
| 2022 | $26,392 | $20,237 | $5,134 | — | — |