Plan Snapshot
- Plan Sponsor: Fountain Valley School Of Colorado
- Sponsor EIN: 840423922
- Sponsor Address: 6155 FOUNTAIN VALLEY SCHOOL ROAD, COLORADO SPRINGS, CO, 80911
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 288
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 288 | $26.6M | $0 | $0 |
| 2024 | 89 | $23.1M | $419,430 | $437,362 |
| 2023 | 94 | $20.8M | $416,836 | $431,926 |
| 2022 | 91 | $18.8M | $409,684 | $429,464 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $938,094 | — | $590 | — | — |
| 2024 | $220 | — | $220 | — | — |
| 2023 | $1,921 | — | $1,921 | — | — |
| 2022 | $7,475 | $7,475 | — | — | — |