Plan Snapshot
- Plan Sponsor: Third Way Center, INC.
- Sponsor EIN: 840599572
- Sponsor Address: 455 ACOMA ST, DENVER, CO, 80204
- Plan Type: 403(b)
- Total Participants: 178
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 178 | $6.8M | $211,156 | $419,729 |
| 2023 | 170 | $5.8M | $100,687 | $323,110 |
| 2022 | 172 | $4.9M | $96,901 | $316,766 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN LLC | 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 | $41,783 | $30,135 | — | — | — |
| 2023 | $35,558 | $25,201 | — | — | — |
| 2022 | $36,904 | $25,366 | $11,538 | — | — |