Plan Snapshot
- Plan Sponsor: Sherpa 6, INC.
- Sponsor EIN: 823480001
- Sponsor Address: 10822 WEST TOLLER DRIVE, SUITE 180, LITTLETON, CO, 80127
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $14.0M | $924,243 | $1.5M |
| 2023 | 158 | $9.7M | $788,111 | $1.3M |
| 2022 | 155 | $6.0M | $624,518 | $1.0M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, 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 | $88,210 | $86,764 | $1,446 | — | — |
| 2023 | $59,072 | $58,337 | $735 | — | — |
| 2022 | $132,289 | — | — | — | — |