Plan Snapshot
- Plan Sponsor: Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust
- Sponsor EIN: 467508056
- Sponsor Address: 1475 CURTIS STREET, DENVER, CO, 80202
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 182
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $13.6M | $6.3M | $1,500 |
| 2023 | 143 | $10.0M | $4.9M | $4,435 |
| 2022 | 154 | $7.1M | $4.1M | $10,429 |
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 |
|---|---|---|---|---|
| SPENCER FANE LLP | ERISA Attorney | $130,628 | — | $130,628 |
| ADMINISTRATOR | Other Service Provider | $107,800 | — | $107,800 |
| ROYLE VAZQUEZ LLP | Other Service Provider | $29,712 | — | $29,712 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $25,665 | — | $25,665 |
| WPAS, INC. | Other Service Provider | $15,600 | — | $15,600 |
| DENVER MANAGEMENT ADVISORS, INC. | Other Service Provider | $14,198 | — | $14,198 |
| CORELLIAN SOFTWARE, INC. | Other Service Provider | $7,049 | — | $7,049 |
| LAUTERBACH & AMEN, LLP | Other Service Provider | $6,400 | — | $6,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE LLP — ERISA Attorney
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $337,052
- Estimated Expense Ratio: 2.471% 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 | $349,541 | — | $130,449 | $29,712 | — |
| 2023 | $244,988 | — | $68,867 | $24,408 | — |
| 2022 | $182,498 | $32,281 | $63,139 | — | $75,596 |