Plan Snapshot
- Plan Sponsor: Milender White, INC.
- Sponsor EIN: 872359778
- Sponsor Address: 12655 W 54TH DR, ARVADA, CO, 80002
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 187
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 187 | $16.6M | $566,888 | $1.4M |
| 2022 | 191 | $13.4M | $520,964 | $1.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Investment Advisor | $36,379 | — | $36,379 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $18,277 | — | $18,277 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $17,649 | — | $17,649 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,305
- Estimated Expense Ratio: 0.436% 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 |
|---|---|---|---|---|---|
| 2023 | $72,305 | $54,028 | — | — | — |
| 2022 | $65,872 | $48,475 | $17,397 | — | — |