Plan Snapshot
- Plan Sponsor: Pinkard Construction Co.
- Sponsor EIN: 840514920
- Sponsor Address: 9195 WEST 6TH AVENUE, LAKEWOOD, CO, 802155103
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $22.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 112 | $22.9M | $381,986 | $984,463 |
| 2023 | 99 | $20.0M | $349,384 | $930,565 |
| 2022 | 111 | $17.9M | $341,374 | $898,665 |
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 |
|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | INVESTMENT ADVISORY | $29,993 | $7 | $30,000 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $25,069 | — | $25,069 |
| MARTIN, VEJVODA AND ASSOCIATES, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- IMA ADVISORY SERVICES, INC. — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,069
- Estimated Expense Ratio: 0.241% 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 | $55,066 | $29,997 | $25,069 | — | — |
| 2023 | $51,145 | $30,010 | $21,135 | — | — |
| 2022 | $52,677 | $29,997 | $22,680 | — | — |