Plan Snapshot
- Plan Sponsor: Harris Kocher Engineering Group,INC
- Sponsor EIN: 421563402
- Sponsor Address: 1120 LINCOLN STREET, STE 1000, DENVER, CO, 80203
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $6.6M
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 | 140 | $6.6M | $210,950 | $753,406 |
| 2023 | 143 | $5.1M | $204,100 | $749,769 |
| 2022 | 140 | $3.7M | $118,131 | $634,059 |
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 |
|---|---|---|---|---|
| THE AMERICAN AUDITORS GROUP, LLC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE AMERICAN AUDITORS GROUP, LLC. — 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 | $48,270 | $7,468 | $40,552 | — | — |
| 2023 | $35,278 | $5,121 | $29,907 | — | — |
| 2022 | $27,516 | — | — | — | — |