Plan Snapshot
- Plan Sponsor: Richey May & Co., LLP
- Sponsor EIN: 710911208
- Sponsor Address: 9780 S MERIDIAN BLVD. SUITE 500, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 261 | $26.9M | $762,820 | $2.4M |
| 2023 | 247 | $21.7M | $703,228 | $2.2M |
| 2022 | 232 | $16.6M | $573,606 | $1.9M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $51,335 | $13,943 | — | — | — |
| 2023 | $46,717 | $12,285 | — | — | — |
| 2022 | $43,378 | $10,723 | — | — | — |