Plan Snapshot
- Plan Sponsor: Fransen-Pittman Construction Company, INC.
- Sponsor EIN: 841274685
- Sponsor Address: 9563 SOUTH KINGSTON COURT SUITE 200, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $17.6M
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 | 145 | $17.6M | $625,085 | $1.2M |
| 2023 | 131 | $14.5M | $587,381 | $1.1M |
| 2022 | 148 | $11.8M | $579,536 | $1.1M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $8,001 | — | $8,001 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,910 | — | $7,910 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,911
- Estimated Expense Ratio: 0.090% 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 | $15,911 | $7,910 | — | — | — |
| 2023 | $10,617 | $7,141 | — | — | — |
| 2022 | $17,221 | — | $17,221 | — | — |