Plan Snapshot
- Plan Sponsor: Mountain Capital Partners, LLC
- Sponsor EIN: 811696286
- Sponsor Address: PO BOX 17000, DURANGO, CO, 81302
- Plan Type: 401(k)
- Total Participants: 510
- Total Assets: $10.3M
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 | 510 | $10.3M | $197,507 | $1.1M |
| 2023 | 455 | $8.4M | $146,232 | $904,275 |
| 2022 | 443 | $7.6M | $114,724 | $731,158 |
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 |
|---|---|---|---|---|
| BAKER TILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY LLP — 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 | $52,046 | $23,084 | $2,025 | — | — |
| 2023 | $39,524 | $17,713 | $3,350 | — | — |
| 2022 | $1,600 | — | — | — | — |