# Trustees For The George W Clayton Trust Aka 401(k) Plan
Source: https://planprovider.pro/companies/trustees-for-the-george-w-clayton-trust-aka-401k-plan

> Trustees For The George W Clayton Trust Aka's 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$38,806|—|$38,806|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY|—|$16,501|$16,501|

| KUNDINGER, CORDER, & MONTOYA PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY

- [KUNDINGER, CORDER, & MONTOYA PC](https://planprovider.pro/provider/kundinger-corder-and-montoya-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $55,307

- **Estimated Expense Ratio:** 0.799% 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|$38,806|—|$38,806|—|—|

| 2023|$36,048|—|$36,048|—|—|

| 2022|$39,314|—|$39,314|—|—|

## Similar Plans

- [Dvmd, LLC Dba Intellitec College](https://planprovider.pro/companies/dvmd-llc-dba-intellitec-college-401k-plan) — 311 participants

- [Community Partnership For Child Development](https://planprovider.pro/companies/community-partnership-for-child-development-401k-plan) — 323 participants

- [English Language Institute/China](https://planprovider.pro/companies/english-language-institute-china-403b-plan) — 342 participants

- [Rocky Vista University, LLC](https://planprovider.pro/companies/rocky-vista-university-llc-401k-plan) — 473 participants

- [Colorado College](https://planprovider.pro/companies/colorado-college-403b-plan) — 737 participants

- [Regis University](https://planprovider.pro/companies/regis-university-403b-plan) — 786 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-for-the-george-w-clayton-trust-aka-401k-plan)

© 2026 PlanProvider.Pro