Plan Snapshot
- Plan Sponsor: Mental Health Center Of Denver Dba Wellpower
- Sponsor EIN: 742499946
- Sponsor Address: 4141 E DICKENSON PLACE, DENVER, CO, 80222
- Plan Type: 403(b)
- Total Participants: 1,003
- Total Assets: $60.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,003 | $60.8M | $2.6M | $4.6M |
| 2023 | 1,074 | $51.8M | $2.4M | $4.4M |
| 2022 | 1,070 | $41.1M | $2.1M | $4.0M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $42,055 | — | $42,055 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $38,985 | — | $38,985 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,040
- Estimated Expense Ratio: 0.133% 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 | $82,707 | $2,114 | — | — | — |
| 2023 | $127,695 | $9,625 | $117,870 | — | — |
| 2022 | $104,368 | — | — | — | — |