Plan Snapshot
- Plan Sponsor: Murr Siler Eckels Delaney, PC
- Sponsor EIN: 841203371
- Sponsor Address: 1999 BROADWAY, SUITE 3100, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 18 | $5.0M | $69,110 | $110,203 |
| 2023 | 19 | $4.6M | $70,138 | $65,715 |
| 2022 | 19 | $4.2M | $69,657 | $119,498 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | Recordkeeper | $23,513 | — | $23,513 |
| FIRST ASSET FINANCIAL | Investment Advisor | — | $12,480 | $12,480 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,993
- Estimated Expense Ratio: 0.715% 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 | $241,905 | — | $42,511 | — | — |
| 2023 | $174,528 | — | $23,636 | — | — |
| 2022 | $250,651 | — | $24,223 | — | — |