Plan Snapshot
- Plan Sponsor: United Power, INC.
- Sponsor EIN: 840340655
- Sponsor Address: 500 COOPERATIVE WAY, BRIGHTON, CO, 80603
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $34.1M
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 | 198 | $34.1M | $1.2M | $1.7M |
| 2023 | 191 | $32.8M | $1.2M | $1.6M |
| 2022 | 191 | $28.3M | $1.0M | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $36,736 | — | $36,736 |
| IMA ADVISORY SERVICES INC | INVESTMENT ADVISOR | $35,625 | — | $35,625 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $10,499 | — | $10,499 |
| WATSON COON RYAN CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATSON COON RYAN CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,860
- Estimated Expense Ratio: 0.243% 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 | $82,890 | $46,154 | — | — | — |
| 2023 | $72,234 | $8,897 | — | — | — |
| 2022 | $71,692 | $6,476 | $65,216 | — | — |