Plan Snapshot
- Plan Sponsor: Weifield Group Holdings, LLC
- Sponsor EIN: 261697361
- Sponsor Address: 6950 SOUTH JORDAN ROAD, CENTENNIAL, CO, 80112
- Plan Type: 401(k)
- Total Participants: 703
- Total Assets: $18.6M
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 | 703 | $18.6M | $952,031 | $1.9M |
| 2023 | 775 | $15.7M | $790,426 | $1.6M |
| 2022 | 789 | $12.3M | $733,858 | $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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $87,465 | — | $87,465 |
| THE RETIREMENT ADVANTAGE | THIRD PARTY ADMINISTRATO | $27,162 | — | $27,162 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,627
- Estimated Expense Ratio: 0.616% 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 | $154,314 | — | — | — | — |
| 2023 | $95,131 | — | $95,131 | — | — |
| 2022 | $79,713 | — | $79,713 | — | — |