Plan Snapshot
- Plan Sponsor: Otten, Johnson, Robinson, Neff & Ragonetti, P.C.
- Sponsor EIN: 841046684
- Sponsor Address: 950 17TH STREET SUITE 1600, DENVER, CO, 802022828
- Plan Type: DC
- Total Participants: 86
- Total Assets: $55.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 86 | $55.6M | $2.0M | $1.5M |
| 2023 | 132 | $49.3M | $1.9M | $1.4M |
| 2022 | 119 | $44.1M | $1.7M | $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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, 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 | $42,197 | — | $42,197 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |