Plan Snapshot
- Plan Sponsor: Sheridan Ross P.C.
- Sponsor EIN: 841103115
- Sponsor Address: 1560 BROADWAY, SUITE 1200, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $9.0M
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 | 33 | $9.0M | $187,071 | $450,849 |
| 2023 | 38 | $8.0M | $195,539 | $535,144 |
| 2022 | 40 | $6.3M | $231,839 | $529,346 |
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 |
|---|---|---|---|---|
| FID INV INST OPS | Recordkeeper | $7,300 | — | $7,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,300
- Estimated Expense Ratio: 0.081% 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 | $234,021 | — | — | — | — |
| 2023 | $182,393 | — | — | — | — |
| 2022 | $1,892,024 | — | — | — | — |