# Fountain Valley School Of Colorado 401(k) Plan
Source: https://planprovider.pro/companies/fountain-valley-school-of-colorado-401k-plan

> Fountain Valley School Of Colorado&#39;s 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** 401(k)

- **Total Participants:** 89

- **Total Assets:** $23.1M

## 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.|

| 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|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|

| 2024|$220|—|$220|—|—|

| 2023|$1,921|—|$1,921|—|—|

| 2022|$7,475|$7,475|—|—|—|

## Similar Plans

- [St. Anne'S Episcopal School, INC.](https://planprovider.pro/companies/st-anne-s-episcopal-school-inc-403b-plan) — 88 participants

- [Vail Mountain School](https://planprovider.pro/companies/vail-mountain-school-403b-plan) — 85 participants

- [Denver Academy, INC.](https://planprovider.pro/companies/denver-academy-inc-403b-plan) — 115 participants

- [The Laub Company, INC. Dba Ibmc College](https://planprovider.pro/companies/the-laub-company-inc-dba-ibmc-college-401k-plan) — 60 participants

- [Toastmasters International, INC.](https://planprovider.pro/companies/toastmasters-international-inc-401k-plan) — 123 participants

- [The Denver Waldorf School Association](https://planprovider.pro/companies/the-denver-waldorf-school-association-403b-plan) — 123 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fountain-valley-school-of-colorado-401k-plan)

&copy; 2026 PlanProvider.Pro
