Plan Snapshot
- Plan Sponsor: Wilbur-Ellis Holdings, INC.
- Sponsor EIN: 462652182
- Sponsor Address: 4582 S. ULSTER STREET, SUITE 400, DENVER, CO, 80237
- Plan Type: DB
- Total Participants: 2,050
- Total Assets: $178.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,050 | $178.8M | $0 | $0 |
| 2023 | 2,381 | $254.6M | $0 | $0 |
| 2022 | 2,439 | $305.8M | $2.4M | $0 |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | NONE | $522,756 | — | $522,756 |
| US BANK | NONE | $167,526 | — | $167,526 |
| HOOD & STRONG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES — NONE
- US BANK — NONE
- HOOD & STRONG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $690,282
- Estimated Expense Ratio: 0.386% 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 | $1,090,242 | — | — | — | — |
| 2023 | $767,300 | — | — | — | — |
| 2022 | — | — | — | — | — |