Plan Snapshot
- Plan Sponsor: The Colorado Springs School
- Sponsor EIN: 840517369
- Sponsor Address: 21 BROADMOOR AVENUE, COLORADO SPRINGS, CO, 809063612
- Plan Type: 403(b)
- Total Participants: 47
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 47 | $9.5M | $79,385 | $107,999 |
| 2023 | 46 | $9.2M | $113,347 | $180,391 |
| 2022 | 61 | $8.7M | $109,551 | $189,362 |
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 |
|---|---|---|---|---|
| STOCKMAN KAST RYAN & CO, LLP | Auditor | — | — | $0 |
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 | $25 | — | $25 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |