# United Power, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-power-inc-401k-plan

> United Power, INC.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/watson-coon-ryan-llc) — 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|—|—|

## Similar Plans

- [Tri-State Generation And Transmission Association INC.](https://planprovider.pro/companies/tri-state-generation-and-transmission-association-inc-401k-plan) — 1,181 participants

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