Plan Snapshot
- Plan Sponsor: Princeton Holdings, LLC
- Sponsor EIN: 161712950
- Sponsor Address: 15870 CR 162, NATHROP, CO, 81236
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $6.1M
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. |
|---|---|---|---|---|
| 2024 | 119 | $6.1M | $476,300 | $484,816 |
| 2023 | 124 | $4.9M | $506,987 | $412,894 |
| 2022 | 99 | $3.7M | $451,858 | $298,449 |
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 |
|---|---|---|---|---|
| BIGGS, KOFFORD, & CO., P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BIGGS, KOFFORD, & CO., 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 | $1,510 | — | — | — | — |
| 2023 | $1,385 | — | — | — | — |
| 2022 | $1,050 | — | — | — | — |