Plan Snapshot
- Plan Sponsor: Ob/Gyn Affiliates
- Sponsor EIN: 841520625
- Sponsor Address: 1745 SHEA CENTER DRIVE, #400, LITTLETON, CO, 80129
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $30.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 194 | $30.4M | $1.4M | $1.2M |
| 2023 | 187 | $29.5M | $1.4M | $1.1M |
| 2022 | 186 | $25.8M | $1.5M | $1.2M |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | INVEST ADV - PLAN | $59,566 | — | $59,566 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $24,229 | — | $24,229 |
| RYAN GUNSAULS & O'DONNELL LLC | AUDIT | $13,000 | — | $13,000 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $9,840 | $33 | $9,873 |
| RYAN, GUNSAULS & ODONNELL, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — INVEST ADV - PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
- RYAN, GUNSAULS & ODONNELL, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,668
- Estimated Expense Ratio: 0.351% 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 | $191,076 | — | $191,076 | — | — |
| 2023 | $174,919 | — | $174,919 | — | — |
| 2022 | $82,666 | — | $82,666 | — | — |