Plan Snapshot
- Plan Sponsor: Solsbury Hill, LLC
- Sponsor EIN: 841323031
- Sponsor Address: 5805 EAST 39TH AVENUE, DENVER, CO, 80207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 286
- Total Assets: $19.1M
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. |
|---|---|---|---|---|
| 2025 | 286 | $19.1M | $0 | $0 |
| 2024 | 245 | $15.8M | $486,319 | $578,340 |
| 2023 | 244 | $13.6M | $646,267 | $585,895 |
| 2022 | 231 | $11.3M | $618,612 | $544,901 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $36,136 | — | $36,136 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $34,033 | — | $34,033 |
| BUCK WEALTH STRATEGIES LLC | Investment Advisor | $5,161 | — | $5,161 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,330
- Estimated Expense Ratio: 0.394% 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 |
|---|---|---|---|---|---|
| 2025 | $1,148,090 | $39,194 | — | — | — |
| 2024 | $67,739 | — | — | — | — |
| 2023 | $58,632 | $30,005 | — | — | — |
| 2022 | $59,275 | $27,765 | $31,510 | — | — |