Plan Snapshot
- Plan Sponsor: Rego Intermediate Holdings Company LLC
- Sponsor EIN: 823336580
- Sponsor Address: 4700 S SYRACUSE STREET, DENVER, CO, 80237
- Plan Type: 401(k)
- Total Participants: 1,030
- Total Assets: $19.0M
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 | 1,030 | $19.0M | $963,365 | $2.1M |
| 2023 | 959 | $15.5M | $849,833 | $1.8M |
| 2022 | 231 | $13.3M | $42,727 | $412,953 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPA'S P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPA'S 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 | $78,919 | $24,332 | $54,587 | — | — |
| 2023 | $59,972 | $17,628 | $14,944 | $27,400 | — |
| 2022 | $43,189 | $9,953 | $28,357 | — | — |