Plan Snapshot
- Plan Sponsor: Coordinated Financial Services
- Sponsor EIN: 262886895
- Sponsor Address: 4643 S. ULSTER STREET, STE 960, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4 | $1.7M | $47,069 | $89,492 |
| 2023 | 4 | $1.3M | $42,686 | $92,215 |
| 2022 | 2 | $853,073 | $67,618 | $37,000 |
| 2021 | 2 | $902,464 | $68,375 | $27,000 |