Plan Snapshot
- Plan Sponsor: Sterling-Rice Group, INC.
- Sponsor EIN: 840930546
- Sponsor Address: 1801 13TH STREET, BOULDER, CO, 80302
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 76 | $20.4M | $171,944 | $720,615 |
| 2023 | 89 | $20.3M | $26 | $796,580 |
| 2022 | 92 | $17.7M | $316,394 | $877,677 |
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 | $10,872 | — | $10,872 | — | — |
| 2023 | $5,221 | — | $5,221 | — | — |
| 2022 | $7,434 | — | $7,434 | — | — |