Plan Snapshot
- Plan Sponsor: Mile High Montessori Early Learning Centers
- Sponsor EIN: 840617972
- Sponsor Address: 616 EAST SPEER BOULEVARD, DENVER, CO, 80203
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $4.5M
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 | 167 | $4.5M | $371,997 | $495,717 |
| 2023 | 152 | $3.7M | $206,220 | $461,665 |
| 2022 | 138 | $3.0M | $166,761 | $397,832 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $25,510 | — | $25,510 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $10,664 | — | $10,664 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,174
- Estimated Expense Ratio: 0.803% 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 | $36,174 | $10,664 | $25,510 | — | — |
| 2023 | $28,894 | — | $28,894 | — | — |
| 2022 | $18,243 | — | $18,243 | — | — |