Plan Snapshot
- Plan Sponsor: University Corporation For Atmospheric Research
- Sponsor EIN: 840412668
- Sponsor Address: PO BOX 3000, BOULDER, CO, 80307
- Plan Type: 403(b)
- Total Participants: 1,643
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,643 | $1.2B | $15.5M | $14.8M |
| 2023 | 1,676 | $1.1B | $15.2M | $14.2M |
| 2022 | 1,444 | $1.0B | $13.3M | $12.8M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $249,272 | — | $249,272 |
| MULTNOMAH GROUP, INC | NONE | $57,780 | — | $57,780 |
| CLIFTONLARSONALLEN LLP | NONE | $26,618 | — | $26,618 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- MULTNOMAH GROUP, INC — NONE
- CLIFTONLARSONALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,670
- Estimated Expense Ratio: 0.027% 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 | $333,670 | — | — | $26,618 | — |
| 2023 | $314,614 | — | — | $25,358 | — |
| 2022 | $242,296 | — | — | — | — |