Plan Snapshot
- Plan Sponsor: Utility Data Contractors, LLC
- Sponsor EIN: 202978937
- Sponsor Address: 82 INVERNESS DRIVE E, SUITE A1, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $22.8M
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 | 393 | $22.8M | $1.1M | $2.4M |
| 2023 | 383 | $18.1M | $811,316 | $2.0M |
| 2022 | 323 | $12.2M | $693,613 | $1.6M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Other Service Provider | — | $76,201 | $76,201 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $9,471 | — | $9,471 |
| LATITUDE SERVICE COMPANY INC | Recordkeeper | — | $7,887 | $7,887 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,559
- Estimated Expense Ratio: 0.410% 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 | $18,727 | $9,577 | $8,700 | — | — |
| 2023 | $11,674 | — | $11,674 | — | — |
| 2022 | $8,171 | — | $8,171 | — | — |