Plan Snapshot
- Plan Sponsor: Northern Colorado Anesthesia Professionals, PLLC
- Sponsor EIN: 841439630
- Sponsor Address: 3702 AUTOMATION WAY SUITE 103, FORT COLLINS, CO, 80525
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $66.8M
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 | 113 | $66.8M | $3.1M | $2.4M |
| 2023 | 109 | $57.1M | $2.9M | $2.3M |
| 2022 | 114 | $50.3M | $2.7M | $2.0M |
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 | NONE | $187,607 | — | $187,607 |
| TPP RETIREMENT PLAN SPECIALISTS | NONE | $8,012 | — | $8,012 |
| RAYMOND JAMES FINANCIAL SERVICES | NONE | $6,755 | — | $6,755 |
| MATRIX BROADRIDGE | NONE | $5,892 | — | $5,892 |
| SOUKUP, BUSH & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — NONE
- RAYMOND JAMES FINANCIAL SERVICES — NONE
- MATRIX BROADRIDGE — NONE
- SOUKUP, BUSH & ASSOCIATES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,266
- Estimated Expense Ratio: 0.312% 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 | $205,085 | $191,181 | — | — | — |
| 2023 | $182,735 | $170,553 | $12,182 | — | — |
| 2022 | $184,050 | $175,972 | $8,078 | — | — |