Plan Snapshot
- Plan Sponsor: Tru Community Care
- Sponsor EIN: 840748577
- Sponsor Address: 2594 TRAILRIDGE DRIVE EAST, LAFAYETTE, CO, 80026
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $11.6M
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 | 394 | $11.6M | $433,432 | $1.2M |
| 2023 | 368 | $9.8M | $366,838 | $1.1M |
| 2022 | 329 | $7.6M | $316,693 | $951,022 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $56,261 | $26,197 | $30,064 | — | — |
| 2023 | $54,516 | $26,197 | $28,319 | — | — |
| 2022 | $54,143 | $25,769 | $28,374 | — | — |