Plan Snapshot
- Plan Sponsor: Keg 1 Colorado LLC
- Sponsor EIN: 843427841
- Sponsor Address: 1525 N NEWPORT RD., COLORADO SPRINGS, CO, 80916
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $8.7M
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 | 118 | $8.7M | $262,800 | $407,710 |
| 2023 | 144 | $7.9M | $262,628 | $401,979 |
| 2022 | 148 | $6.5M | $231,718 | $366,092 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | Auditor | — | — | $0 |
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 | $86,554 | $46,940 | — | — | — |
| 2023 | $73,113 | $42,573 | — | — | — |
| 2022 | $71,079 | — | — | — | — |