Plan Snapshot
- Plan Sponsor: Switchfly LLC
- Sponsor EIN: 680514071
- Sponsor Address: 1200 17TH STREET, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $12.4M
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. |
|---|---|---|---|---|
| 2024 | 87 | $12.4M | $325,501 | $1.0M |
| 2023 | 91 | $10.5M | $334,267 | $1.1M |
| 2022 | 84 | $8.2M | $271,169 | $921,559 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $26,456 | — | $26,456 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $11,413 | — | $11,413 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,869
- Estimated Expense Ratio: 0.306% 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 | $37,869 | $26,456 | — | — | — |
| 2023 | $31,005 | $21,763 | — | — | — |
| 2022 | $31,664 | — | — | — | — |