Plan Snapshot
- Plan Sponsor: Jupiter I, L.L.C.
- Sponsor EIN: 841454189
- Sponsor Address: 9900 E 51ST AVE, DENVER, CO, 802382430
- Plan Type: 401(k)
- Total Participants: 856
- Total Assets: $35.5M
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 | 856 | $35.5M | $813,955 | $2.8M |
| 2023 | 813 | $28.9M | $717,559 | $2.3M |
| 2022 | 715 | $36.3M | $1.4M | $3.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $110,572 | — | $110,572 |
| CREATIVE PLANNING, INC. | Investment Advisor | — | $44,561 | $44,561 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,133
- Estimated Expense Ratio: 0.437% 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 | $110,572 | — | $110,572 | — | — |
| 2023 | $101,780 | — | $101,780 | — | — |
| 2022 | $125,170 | — | $125,170 | — | — |