Plan Snapshot
- Plan Sponsor: J. R. Butler INC.
- Sponsor EIN: 841276803
- Sponsor Address: 8535 HIGHFIELD PKWY STE 100, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 225 | $8.1M | $331,340 | $623,370 |
| 2023 | 231 | $8.0M | $341,485 | $639,140 |
| 2022 | 177 | $7.2M | $313,917 | $651,001 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $2,719 | $1,026 | $1,693 | — | — |
| 2023 | $1,695 | $895 | $800 | — | — |
| 2022 | $1,274 | $662 | $612 | — | — |