Plan Snapshot
- Plan Sponsor: The Colorado Museum Of Natural History, A Colorado Non-Profit Corporat
- Sponsor EIN: 840518447
- Sponsor Address: 2001 COLORADO BLVD, DENVER, CO, 80205
- Plan Type: 403(b)
- Total Participants: 525
- Total Assets: $38.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 525 | $38.3M | $1.1M | $1.9M |
| 2023 | 528 | $34.6M | $933,510 | $1.6M |
| 2022 | 480 | $29.5M | $752,698 | $1.4M |
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 |
|---|---|---|---|---|
| P&M HOLDING GROUP LLP | AUDITOR | $39,328 | — | $39,328 |
| NFP RETIREMENT INC | INVST MGMT | $33,000 | — | $33,000 |
| CAPTIAL GROUP RETIREMENT SERVICES | RECORDKEEPER | $10,701 | — | $10,701 |
| SCHLENNER WENNER & CO CPAS | OTHER | $9,659 | — | $9,659 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,688
- Estimated Expense Ratio: 0.242% 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 | $124,574 | $124,574 | — | — | — |
| 2023 | $59,758 | — | — | — | — |
| 2022 | $76,451 | — | $76,451 | — | — |