Plan Snapshot
- Plan Sponsor: Forum One Communications
- Sponsor EIN: 943261569
- Sponsor Address: 6140 S. GUN CLUB RD., AURORA, CO, 80016
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $14.6M
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 | 94 | $14.6M | $327,987 | $998,342 |
| 2023 | 120 | $13.0M | $375,621 | $1.1M |
| 2022 | 125 | $10.4M | $411,495 | $1.2M |
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 |
|---|---|---|---|---|
| CMC ADVISORS, INC. | NONE | $54,463 | — | $54,463 |
| RUBINO & COMPANY, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINO & COMPANY, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,463
- Estimated Expense Ratio: 0.373% 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 | $57,133 | $54,463 | — | — | — |
| 2023 | $46,211 | $42,881 | — | — | — |
| 2022 | $40,066 | $38,546 | — | — | — |