Plan Snapshot
- Plan Sponsor: Passiohr, INC.
- Sponsor EIN: 871469874
- Sponsor Address: 88 INVERNESS CIRCLE EAST, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 190 | $10.8M | $735,369 | $1.1M |
| 2023 | 149 | $8.4M | $739,786 | $1.1M |
| 2022 | 167 | $6.8M | $598,055 | $980,888 |
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 |
|---|---|---|---|---|
| SSA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSA, P.C. — 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 | $103,115 | $19,935 | $83,180 | — | — |
| 2023 | $83,618 | $13,645 | $69,973 | — | — |
| 2022 | $61,547 | $9,508 | $52,039 | — | — |