Plan Snapshot
- Plan Sponsor: Partners Peo, LLC
- Sponsor EIN: 825068730
- Sponsor Address: 5340 S. QUEBEC STREET, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,253
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,253 | $16.9M | $0 | $0 |
| 2024 | 1,315 | $14.5M | $344,367 | $1.1M |
| 2023 | 1,010 | $10.0M | $397,813 | $1.1M |
| 2022 | 745 | $7.1M | $265,739 | $823,831 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $105,534 | — | $105,534 |
| IMA ADVISORY SERVICES INC | Investment Advisor | $70,659 | — | $70,659 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $176,193
- Estimated Expense Ratio: 1.044% 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 |
|---|---|---|---|---|---|
| 2025 | $3,432,953 | $70,659 | — | — | — |
| 2024 | $125,363 | $47,028 | — | — | — |
| 2023 | $101,368 | — | — | — | — |
| 2022 | $80,737 | — | — | — | — |