Plan Snapshot
- Plan Sponsor: Frasier Meadows Manor, INC.
- Sponsor EIN: 840503809
- Sponsor Address: 350 PONCA PL, BOULDER, CO, 803033828
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $11.3M
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 | 233 | $11.3M | $604,540 | $1.0M |
| 2023 | 184 | $9.5M | $463,911 | $925,738 |
| 2022 | 201 | $8.1M | $505,804 | $880,580 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $48,044 | — | $48,044 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,044
- Estimated Expense Ratio: 0.424% 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 | $48,044 | — | $48,044 | — | — |
| 2023 | $41,459 | — | $41,459 | — | — |
| 2022 | $38,568 | — | $38,568 | — | — |