Plan Snapshot
- Plan Sponsor: International School Of Denver, INC.
- Sponsor EIN: 840761183
- Sponsor Address: 7701 EAST 1ST PLACE, UNIT C, DENVER, CO, 80230
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 152
- Total Assets: $4.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $4.8M | $36,865 | $433,044 |
| 2023 | 154 | $3.9M | $190,774 | $324,115 |
| 2022 | 161 | $3.1M | $280,331 | $315,733 |
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 |
|---|---|---|---|---|
| WESPAC PLAN SERVICES, LLC | Other Service Provider | $27,404 | — | $27,404 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,404
- Estimated Expense Ratio: 0.572% 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 | $28,115 | — | $28,115 | — | — |
| 2023 | $17,545 | — | $17,545 | — | — |
| 2022 | $23,356 | — | — | — | $23,356 |