Plan Snapshot
- Plan Sponsor: Weld County Garage
- Sponsor EIN: 840348620
- Sponsor Address: 2699 47TH AVENUE, GREELEY, CO, 806343738
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 220 | $6.2M | $3,115 | $731,370 |
| 2023 | 198 | $5.7M | $0 | $730,602 |
| 2022 | 211 | $5.9M | $0 | $684,403 |
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 |
|---|---|---|---|---|
| FORTNER BAYENS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,972 | — | $36,972 | — | — |
| 2023 | $38,073 | — | $38,073 | — | — |
| 2022 | $41,543 | — | $41,543 | — | — |