Plan Snapshot
- Plan Sponsor: Trinidad Benham Corp.
- Sponsor EIN: 840338660
- Sponsor Address: 6400 SOUTH FIDDLERS GREEN CIRCLE, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 1,164
- Total Assets: $39.1M
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 | 1,164 | $39.1M | $1.0M | $3.2M |
| 2023 | 1,001 | $35.9M | $926,650 | $2.9M |
| 2022 | 1,009 | $31.5M | $923,324 | $3.1M |
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 | $95,130 | — | $95,130 |
| FROST, PLLC | ACCOUNTANT/AUDITOR | $16,660 | — | $16,660 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FROST, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,790
- Estimated Expense Ratio: 0.286% 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 | $111,790 | — | $300 | $16,660 | — |
| 2023 | $57,265 | — | $1,200 | $15,100 | — |
| 2022 | $57,711 | — | — | — | — |