Plan Snapshot
- Plan Sponsor: Rocky Mountain Primary Care P.C.
- Sponsor EIN: 841365302
- Sponsor Address: 7625 W 92ND AVE, WESTMINSTER, CO, 80021
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 104 | $13.9M | $357,994 | $763,691 |
| 2023 | 96 | $11.4M | $644,695 | $680,220 |
| 2022 | 89 | $9.7M | $594,686 | $598,528 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $19,067 | — | $19,067 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,067
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 |
|---|---|---|---|---|---|
| 2025 | $12,489 | $809 | — | — | — |
| 2024 | $20,504 | $1,437 | — | — | — |
| 2023 | $24,052 | $22,328 | — | — | — |
| 2022 | $42,255 | $40,329 | $1,926 | — | — |