Plan Snapshot
- Plan Sponsor: The Academy Group, L.P.
- Sponsor EIN: 841178122
- Sponsor Address: 833 10TH ST., BOULDER, CO, 80302
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 158 | $4.8M | $304,428 | $431,746 |
| 2023 | 151 | $3.4M | $165,383 | $291,383 |
| 2022 | 59 | $2.5M | $116,695 | $230,842 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $20,604 | — | $20,604 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,604
- Estimated Expense Ratio: 0.433% 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 | $20,604 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |