Plan Snapshot
- Plan Sponsor: The Colorado Coalition For The Homeless
- Sponsor EIN: 840951575
- Sponsor Address: 2111 CHAMPA ST, DENVER, CO, 802052529
- Plan Type: 403(b)
- Total Participants: 671
- Total Assets: $39.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 671 | $39.1M | $1.8M | $3.2M |
| 2023 | 686 | $35.7M | $1.8M | $3.1M |
| 2022 | 704 | $29.4M | $1.6M | $2.8M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $148,849 | — | $148,849 | — | — |
| 2023 | $137,777 | — | $137,777 | — | — |
| 2022 | $130,604 | — | $130,604 | — | — |