Plan Snapshot
- Plan Sponsor: Highlands Ranch Community Association, INC.
- Sponsor EIN: 840869474
- Sponsor Address: 9568 S UNIVERSITY BLVD, HIGHLANDS RANCH, CO, 80126
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $13.7M
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 | 227 | $13.7M | $320,641 | $632,537 |
| 2023 | 194 | $12.9M | $264,829 | $592,556 |
| 2022 | 175 | $11.2M | $276,929 | $559,294 |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — 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 | $42,121 | $23,425 | — | — | — |
| 2023 | $39,274 | $20,936 | — | — | — |
| 2022 | $44,195 | — | — | — | — |