Plan Snapshot
- Plan Sponsor: Trustees For The George W Clayton Trust Aka
- Sponsor EIN: 840432238
- Sponsor Address: 3801 MARTIN LUTHER KING BLVD, DENVER, CO, 802054972
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 157 | $6.9M | $335,583 | $733,260 |
| 2023 | 169 | $6.6M | $244,806 | $687,544 |
| 2022 | 146 | $5.6M | $207,583 | $584,603 |
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 |
|---|---|---|---|---|
| KUNDINGER, CORDER, & MONTOYA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUNDINGER, CORDER, & MONTOYA PC — 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 | $38,806 | — | $38,806 | — | — |
| 2023 | $36,048 | — | $36,048 | — | — |
| 2022 | $39,314 | — | $39,314 | — | — |