Plan Snapshot
- Plan Sponsor: Thirdera, LLC
- Sponsor EIN: 541831241
- Sponsor Address: 370 INTERLOCKEN, BROOMFIELD, CO, 80021
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 0 | $0 | $19,552 | $108,867 |
| 2023 | 213 | $15.9M | $441,841 | $2.9M |
| 2022 | 225 | $10.4M | $329,137 | $2.4M |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON AND CARUCCI | Auditor | $246 | — | $246 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246
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 | $25,926 | $24,624 | — | $246 | — |
| 2023 | $44,489 | $36,176 | — | — | — |
| 2022 | $33,192 | $2,085 | — | — | — |