# Laradon Hall Society For Exceptional Children And Adults Dba Laradon 401(k) Plan
Source: https://planprovider.pro/companies/laradon-hall-society-for-exceptional-children-and-adults-dba-laradon-401k-plan

> Laradon Hall Society For Exceptional Children And Adults Dba Laradon's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [KCM, P.C.](https://planprovider.pro/provider/kundinger-corder-and-montoya-pc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/laradon-hall-society-for-exceptional-children-and-adults-dba-laradon-401k-plan)

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