Plan Snapshot
- Plan Sponsor: Fort Collins Womens Clinic, P.C.
- Sponsor EIN: 840596245
- Sponsor Address: 1107 S. LEMAY AVENUE, SUITE 300, FORT COLLINS, CO, 80524
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $22.5M
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 | 107 | $22.5M | $760,693 | $815,295 |
| 2023 | 107 | $21.9M | $740,600 | $786,288 |
| 2022 | 102 | $21.1M | $973,747 | $697,811 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY INSURANCE SERVICES | BROKER/ADVISOR | — | $20,975 | $20,975 |
| T. ROWE PRICE RPS, INC. | RECORDKEEPER | $13,020 | — | $13,020 |
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,995
- Estimated Expense Ratio: 0.151% 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 | $18,017 | — | $18,017 | — | — |
| 2023 | $4,111 | — | $4,111 | — | — |
| 2022 | $11,906 | $4,482 | $1,040 | — | — |