Plan Snapshot
- Plan Sponsor: Srk Consulting (U.S.), INC.
- Sponsor EIN: 840816430
- Sponsor Address: 999 17TH STREET, SUITE 400, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $23.6M
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 | 112 | $23.6M | $769,337 | $1.5M |
| 2023 | 119 | $19.9M | $725,614 | $1.5M |
| 2022 | 119 | $15.9M | $672,555 | $1.3M |
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 |
|---|---|---|---|---|
| AVEO CAPITAL PARTNERS, LLC | INVESTMENT ADVISOR | $53,454 | — | $53,454 |
| PLANTE MORAN, PLLC | AUDITOR | $22,500 | — | $22,500 |
| PLANTE MORAN | Auditor | $22,500 | — | $22,500 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MANAGER | $21,093 | — | $21,093 |
| MILLIMAN, INC. | ADMINISTRATOR | $17,724 | — | $17,724 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,271
- Estimated Expense Ratio: 0.581% 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 | $101,254 | $61,030 | $17,724 | $22,500 | — |
| 2023 | $47,677 | $43,876 | — | — | — |
| 2022 | $38,171 | — | $38,171 | — | — |