Plan Snapshot
- Plan Sponsor: North Park Transportation Company
- Sponsor EIN: 840364105
- Sponsor Address: 5150 COLUMBINE ST, DENVER, CO, 802162305
- Plan Type: DC
- Total Participants: 321
- Total Assets: $101.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $101.1M | $1.9M | $1.6M |
| 2023 | 327 | $92.1M | $2.3M | $1.6M |
| 2022 | 309 | $81.1M | $2.3M | $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 |
|---|---|---|---|---|
| JONES MERTSCHING CPAS, P.C. | NONE | $12,600 | — | $12,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,600
- Estimated Expense Ratio: 0.012% 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 | $35,785 | $23,019 | — | $12,600 | — |
| 2023 | $44,479 | $21,313 | — | $23,000 | — |
| 2022 | $33,395 | $20,326 | — | — | $12,903 |