Plan Snapshot
- Plan Sponsor: Gastro Care Partners Management Company, LLC
- Sponsor EIN: 843742261
- Sponsor Address: 8400 EAST PRENTICE AVENUE, SUITE 15, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 215
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 215 | $13.0M | $23,525 | $1.0M |
| 2023 | 190 | $11.2M | $0 | $864,621 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $30,402 | — | $30,402 |
| VOYA RETIREMENT INSURANCE AND ANNUI | Recordkeeper | $9,872 | — | $9,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,274
- Estimated Expense Ratio: 0.310% 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 | $40,274 | — | — | — | — |
| 2023 | $48,199 | — | $48,199 | — | — |