Plan Snapshot
- Plan Sponsor: Unbridled Solutions, LLC
- Sponsor EIN: 841605545
- Sponsor Address: 1115 GRANT STREET, DENVER, CO, 80203
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $8.0M
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 | 200 | $8.0M | $235,118 | $954,859 |
| 2023 | 195 | $5.9M | $271,942 | $797,536 |
| 2022 | 186 | $4.2M | $207,999 | $636,051 |
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 |
|---|---|---|---|---|
| RICHEY, MAY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RICHEY, MAY & CO. — 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 | $9,073 | — | $9,073 | — | — |
| 2023 | $8,010 | — | $8,010 | — | — |
| 2022 | $7,710 | — | $7,710 | — | — |