Plan Snapshot
- Plan Sponsor: Graland Country Day School
- Sponsor EIN: 840402699
- Sponsor Address: 55 CLERMONT ST, DENVER, CO, 802205600
- Plan Type: 403(b)
- Total Participants: 184
- Total Assets: $45.3M
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 | 184 | $45.3M | $872,939 | $1.1M |
| 2023 | 202 | $40.8M | $742,152 | $965,975 |
| 2022 | 198 | $35.1M | $745,663 | $973,685 |
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 |
|---|---|---|---|---|
| KUNDINGER, CORDER & MONTOYA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUNDINGER, CORDER & MONTOYA — 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 | $4,623 | — | $4,623 | — | — |
| 2023 | $3,097 | — | $3,097 | — | — |
| 2022 | $2,912 | — | $2,912 | — | — |