Plan Snapshot
- Plan Sponsor: Orthopaedic & Spine Center Of The Rockies, PC
- Sponsor EIN: 840593455
- Sponsor Address: 2500 EAST PROSPECT ROAD, FORT COLLINS, CO, 80525
- Plan Type: 401(k)
- Total Participants: 625
- Total Assets: $87.6M
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 | 625 | $87.6M | $2.7M | $2.9M |
| 2023 | 577 | $76.5M | $3.7M | $2.7M |
| 2022 | 576 | $67.5M | $2.4M | $2.4M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $125,687 | $51,148 | $69,576 | — | — |
| 2023 | $92,117 | $22,500 | $65,259 | — | — |
| 2022 | $118,271 | $25,166 | $89,465 | — | — |