# Sherpa 6, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sherpa-6-inc-401k-plan

> Sherpa 6, INC.'s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH|REGISTERED INVEST ADVI|—|$86,763|$86,763|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — REGISTERED INVEST ADVI

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $86,763

- **Estimated Expense Ratio:** 0.620% 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|$88,210|$86,764|$1,446|—|—|

| 2023|$59,072|$58,337|$735|—|—|

| 2022|$132,289|—|—|—|—|

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