Plan Snapshot
- Plan Sponsor: The Urology Center Of Colorado, P.C.
- Sponsor EIN: 840611814
- Sponsor Address: 2777 MILE HIGH STADIUM CIRCLE, DENVER, CO, 80211
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $14.7M
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 | 6 | $14.7M | $169,295 | $480,723 |
| 2023 | 135 | $27.0M | $325,536 | $995,462 |
| 2022 | 135 | $23.5M | $306,107 | $684,439 |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | ACCOUNTANT | $72,000 | — | $72,000 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $38,465 | — | $38,465 |
| COOK STREET CONSULTING | INVESTMENT ADVISORY | $8,803 | $1 | $8,804 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — ACCOUNTANT
- COOK STREET CONSULTING — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,269
- Estimated Expense Ratio: 0.809% 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 | $119,268 | $8,803 | $38,465 | $72,000 | — |
| 2023 | $36,625 | — | $36,625 | — | — |
| 2022 | $29,157 | — | $29,157 | — | — |