Plan Snapshot
- Plan Sponsor: Sturm Financial Group INC.
- Sponsor EIN: 841564498
- Sponsor Address: 3033 EAST FIRST AVE., SUITE 300, DENVER, CO, 80206
- Plan Type: 401(k)
- Total Participants: 533
- Total Assets: $49.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 533 | $49.7M | $1.1M | $2.6M |
| 2023 | 512 | $45.2M | $1.3M | $2.8M |
| 2022 | 518 | $37.3M | $1.8M | $2.6M |
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 |
|---|---|---|---|---|
| STOCKMAN KAST RYAN & CO, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN KAST RYAN & CO, LLC — 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 | $33,078 | $384 | $31,144 | — | — |
| 2023 | $30,946 | $384 | $29,012 | — | — |
| 2022 | $29,925 | — | — | — | — |