Plan Snapshot
- Plan Sponsor: Samuel Engineering, INC.
- Sponsor EIN: 841354363
- Sponsor Address: 8450 E CRESCENT PKWY STE 200, GREENWOOD VILLAGE, CO, 801112816
- Plan Type: 401(k)
- Total Participants: 512
- Total Assets: $28.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 512 | $28.6M | $731,982 | $2.7M |
| 2023 | 435 | $24.4M | $567,083 | $2.4M |
| 2022 | 301 | $19.0M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| RYAN, GUNSAULS, & O'DONNELL, LLC | Auditor | — | — | $0 |
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 | $54,627 | — | $54,627 | — | — |
| 2023 | $41,888 | — | $41,888 | — | — |
| 2022 | $40,023 | — | $40,023 | — | — |