Plan Snapshot
- Plan Sponsor: Laradon Hall Society For Exceptional Children And Adults Dba Laradon
- Sponsor EIN: 840412621
- Sponsor Address: 5100 LINCOLN ST, DENVER, CO, 802162056
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $7.1M
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 | 203 | $7.1M | $396,498 | $611,402 |
| 2023 | 181 | $5.9M | $367,801 | $605,782 |
| 2022 | 208 | $5.0M | $328,230 | $505,811 |
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 | CONTRACT ADMINISTRATOR | $26,624 | — | $26,624 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | $25,392 | $13 | $25,405 |
| KCM, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- KCM, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,029
- Estimated Expense Ratio: 0.729% 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 | $52,023 | $25,398 | $26,625 | — | — |
| 2023 | $44,023 | $20,671 | $23,352 | — | — |
| 2022 | $41,008 | $20,285 | $20,723 | — | — |