Plan Snapshot
- Plan Sponsor: Savio House
- Sponsor EIN: 840570279
- Sponsor Address: 325 KING STREET, DENVER, CO, 80219
- Plan Type: DC
- Total Participants: 85
- Total Assets: $6.6M
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 | 85 | $6.6M | $352,175 | $0 |
| 2023 | 84 | $7.1M | $367,018 | $0 |
| 2022 | 72 | $5.9M | $228,501 | $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 |
|---|---|---|---|---|
| SAVIO HOUSE | EMPLOYER | $12,170 | — | $12,170 |
| WATSON COON RYAN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATSON COON RYAN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,170
- Estimated Expense Ratio: 0.183% 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 | $12,265 | — | $95 | — | — |
| 2023 | $9,008 | $56 | — | — | — |
| 2022 | $12,895 | — | $12,895 | — | — |