# Rocky Mountain Gastroenterology Associates, PLLC DB Plan
Source: https://planprovider.pro/companies/rocky-mountain-gastroenterology-associates-pllc-plan-002

> Rocky Mountain Gastroenterology Associates, PLLC's DB plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rocky Mountain Gastroenterology Associates, PLLC

- **Sponsor EIN:** 841350358

- **Sponsor Address:** 3333 SOUTH WADSWORTH BOULEVARD, LAKEWOOD, CO, 80227

- **Plan Type:** DB

- **Total Participants:** 122

- **Total Assets:** $90,045

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|122|$90,045|$0|$0|

| 2023|107|$15.5M|$330,000|$0|

| 2022|107|$14.4M|$1.3M|$0|

## 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|

| UBS FINANCIAL SERVICES, INC.|N/A|$99,543|—|$99,543|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,543

- **Estimated Expense Ratio:** 110.548% 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|$111,062|$105,085|$5,745|—|—|

| 2023|$134,060|$123,694|$10,366|—|—|

| 2022|$120,856|$119,598|—|—|$540|

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