Plan Snapshot
- Plan Sponsor: Holland & Hart LLP
- Sponsor EIN: 840382505
- Sponsor Address: 555 17TH STREET, SUITE 3200, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 1,029
- Total Assets: $525.3M
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 | 1,029 | $525.3M | $14.2M | $15.1M |
| 2023 | 983 | $470.6M | $14.1M | $14.5M |
| 2022 | 1,093 | $420.6M | $11.3M | $13.6M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | $286,251 | — | $286,251 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $67,739 | — | $67,739 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $353,990
- Estimated Expense Ratio: 0.067% 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 | $353,502 | $286,251 | — | — | — |
| 2023 | $337,913 | $274,706 | — | — | — |
| 2022 | $396,933 | — | — | — | — |