Plan Snapshot
- Plan Sponsor: Rocky Mountain Gastroenterology Assoc.
- Sponsor EIN: 841350358
- Sponsor Address: 3333 S. WADSWORTH BLVD., LAKEWOOD, CO, 80227
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $55.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 131 | $55.6M | $1.5M | $1.0M |
| 2023 | 141 | $49.6M | $1.3M | $985,034 |
| 2022 | 133 | $41.8M | $1.2M | $897,853 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $94,991 | $36,803 | — | — | — |
| 2023 | $90,747 | $31,760 | — | — | — |
| 2022 | $91,672 | — | — | — | — |