Plan Snapshot
- Plan Sponsor: The Denver Center For The Performing Arts
- Sponsor EIN: 840407760
- Sponsor Address: 1101 13TH ST, DENVER, CO, 80204
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 212
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 212 | $17.9M | $465,008 | $1.2M |
| 2023 | 218 | $15.7M | $414,407 | $1.0M |
| 2022 | 214 | $14.5M | $362,537 | $851,834 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $35,805 | — | $35,805 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,011 | — | $8,011 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,816
- Estimated Expense Ratio: 0.244% 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 | $43,816 | $8,011 | — | — | — |
| 2023 | $43,385 | $8,533 | — | — | — |
| 2022 | $44,697 | $10,221 | — | — | — |