Plan Snapshot
- Plan Sponsor: Redaptive, INC.
- Sponsor EIN: 473325760
- Sponsor Address: 1580 N. LOGAN STREET, DENVER, CO, 80203
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $19.6M
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 | 171 | $19.6M | $1.6M | $2.7M |
| 2023 | 169 | $16.6M | $1.8M | $2.7M |
| 2022 | 179 | $10.7M | $758,410 | $1.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $23,534 | — | $23,534 |
| SILICON VALLEY RETIREMENT SERVICES | NONE | $17,170 | — | $17,170 |
| AUDIT AND TAX SOLUTION, CPAS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SILICON VALLEY RETIREMENT SERVICES — NONE
- AUDIT AND TAX SOLUTION, CPAS, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,704
- Estimated Expense Ratio: 0.207% 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 | $40,705 | $22,034 | — | — | — |
| 2023 | $28,225 | $14,343 | — | — | — |
| 2022 | $5,068 | $2,352 | — | — | — |