Plan Snapshot
- Plan Sponsor: The Vail Corporation Dba Vail Associates, INC. A Colorado Corporation
- Sponsor EIN: 840601461
- Sponsor Address: 390 INTERLOCKEN CRESCENT, BROOMFIELD, CO, 80021
- Plan Type: 401(k)
- Total Participants: 33,205
- Total Assets: $541.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 33,205 | $541.0M | $9.2M | $32.4M |
| 2023 | 28,151 | $485.3M | $8.5M | $30.8M |
| 2022 | 28,473 | $401.0M | $7.6M | $28.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $593,721 | — | $593,721 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $295,589 | — | $295,589 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $889,310
- Estimated Expense Ratio: 0.164% 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 | $889,310 | $295,589 | — | — | — |
| 2023 | $745,741 | $233,901 | — | — | — |
| 2022 | $680,894 | $215,009 | $465,885 | — | — |