# Fort Collins Womens Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/fort-collins-womens-clinic-p-c-plan

> Fort Collins Womens Clinic, P.C.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — 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|—|—|

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