Plan Snapshot
- Plan Sponsor: Larchwood Inns, INC.
- Sponsor EIN: 841244821
- Sponsor Address: 2845 N 15TH ST, GRAND JUNCTION, CO, 815065219
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $1.2M | $13,587 | $76,497 |
| 2023 | 98 | $1.2M | $19,085 | $103,605 |
| 2022 | 94 | $960,931 | $23,155 | $128,486 |
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 |
|---|---|---|---|---|
| LANDMARK PLC CERTIFIED PUBLIC ACCOU | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK PLC CERTIFIED PUBLIC ACCOU — 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 | $1,204 | — | — | — | — |
| 2023 | $739 | — | $739 | — | — |
| 2022 | $565 | — | $565 | — | — |