Plan Snapshot
- Plan Sponsor: Group Voyagers, INC.
- Sponsor EIN: 131996573
- Sponsor Address: 4695 S MONACO ST. SUITE 200, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $96.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 525 | $96.4M | $1.1M | $2.2M |
| 2023 | 478 | $85.6M | $2.5M | $2.1M |
| 2022 | 435 | $78.5M | $2.3M | $1.8M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $36,055 | — | $36,055 |
| THE VANGUARD GROUP, INC. | NONE | $35,571 | — | $35,571 |
| METZ CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- METZ CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,626
- Estimated Expense Ratio: 0.074% 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 | $68,516 | — | — | — | — |
| 2023 | $59,235 | — | — | — | — |
| 2022 | $61,454 | — | — | — | — |