Plan Snapshot
- Plan Sponsor: Wheeler Trigg O'Donnell LLP
- Sponsor EIN: 200697269
- Sponsor Address: 370 17TH STREET, SUITE 4500, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $89.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 233 | $89.6M | $3.4M | $3.1M |
| 2023 | 220 | $82.2M | $3.1M | $2.8M |
| 2022 | 210 | $70.0M | $2.9M | $2.5M |
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 |
|---|---|---|---|---|
| BDO USA,P.C. | Auditor | $30,677 | — | $30,677 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,677
- Estimated Expense Ratio: 0.034% 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 | $142,409 | $53,748 | — | $30,677 | — |
| 2023 | $146,565 | — | — | — | — |
| 2022 | $86,245 | — | — | — | — |