Plan Snapshot
- Plan Sponsor: Sherman & Howard L.L.C.
- Sponsor EIN: 840420314
- Sponsor Address: 675 15TH STREET, SUITE 2300, DENVER, CO, 80202
- Plan Type: DC
- Total Participants: 113
- Total Assets: $69.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 113 | $69.7M | $1.4M | $1.1M |
| 2023 | 144 | $110.1M | $1.7M | $1.4M |
| 2022 | 155 | $110.7M | $1.8M | $1.5M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
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 | $75,518 | — | — | — | — |
| 2023 | $82,536 | — | $82,536 | — | — |
| 2022 | $96,895 | — | — | — | $103,682 |