Plan Snapshot
- Plan Sponsor: Hensel Phelps Construction Co.
- Sponsor EIN: 840876644
- Sponsor Address: 420 6TH AVENUE, GREELEY, CO, 80631
- Plan Type: DC
- Total Participants: 3,720
- Total Assets: $645.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3,720 | $645.6M | $34.7M | $12.7M |
| 2023 | 3,081 | $539.8M | $31.2M | $10.6M |
| 2022 | 2,797 | $441.4M | $29.3M | $9.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $155,673 | — | $155,673 |
| KESTRA ADVISORY SERVICES LLC | Other Service Provider | $53,844 | — | $53,844 |
| KESTRA FINANCIAL INC | Investment Advisor | $26,922 | — | $26,922 |
| ADVISED ASSETS GROUP, LLC | Investment Advisor | $20,709 | — | $20,709 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,148
- Estimated Expense Ratio: 0.040% 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 | $263,392 | $47,631 | $39,239 | — | — |
| 2023 | $246,688 | — | $139,247 | — | — |
| 2022 | $298,991 | — | — | — | — |