# Tek-Experts (Colorado), INC. 401(k) Plan
Source: https://planprovider.pro/companies/tek-experts-colorado-inc-401k-plan

> Tek-Experts (Colorado), INC.'s 401(k) plan: 426 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tek-Experts (Colorado), INC.

- **Sponsor EIN:** 611775635

- **Sponsor Address:** 1150 KELLY JOHNSON BLVD. SUITE 100, COLORADO SPRINGS, CO, 80920

- **Plan Type:** 401(k)

- **Total Participants:** 426

- **Total Assets:** $3.0M

## 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|426|$3.0M|$282,249|$562,653|

| 2023|520|$2.2M|$275,259|$503,998|

| 2022|365|$1.2M|$195,111|$312,412|

## 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|

| LPL FINANCIAL LLC|INVESTMENT/ADVISOR|$11,455|—|$11,455|

| CAPITAL GROUP RETIREMENT PLAN SRVC|RECORDKEEPER|$6,580|—|$6,580|

| ASCENSUS DBA FUTUREPLAN ADMIN|CONTRACT ADMIN|$5,950|—|$5,950|

| BROCK AND COMPANY CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT/ADVISOR

- [BROCK AND COMPANY CPAS P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,985

- **Estimated Expense Ratio:** 0.806% 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|$13,288|—|$5,555|—|—|

| 2023|$7,066|—|$7,066|—|—|

| 2022|$4,688|—|$4,688|—|—|

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