Plan Snapshot
- Plan Sponsor: Haselden Construction LLC
- Sponsor EIN: 300956514
- Sponsor Address: 6950 SOUTH POTOMAC STREET, CENTENNIAL, CO, 80112
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $58.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 337 | $58.9M | $1.9M | $3.9M |
| 2023 | 365 | $48.7M | $1.6M | $3.8M |
| 2022 | 351 | $39.7M | $1.4M | $3.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $99,568 | — | $99,568 |
| IMA ADVISORY SERVICES INC | Investment Advisor | $50,000 | — | $50,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $9,992 | — | $9,992 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- IMA ADVISORY SERVICES INC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,560
- Estimated Expense Ratio: 0.271% 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 | $159,560 | $59,992 | — | — | — |
| 2023 | $139,444 | $57,239 | — | — | — |
| 2022 | $143,110 | $9,373 | — | — | — |