Plan Snapshot
- Plan Sponsor: Workplace Elements
- Sponsor EIN: 263359223
- Sponsor Address: 2501 BLAKE STREET, DENVER, CO, 80205
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $22.2M
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 | 227 | $22.2M | $456,774 | $1.7M |
| 2023 | 334 | $19.9M | $638,691 | $1.6M |
| 2022 | 119 | $7.1M | $244,279 | $669,612 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
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 | $144,658 | $65,238 | $79,420 | — | — |
| 2023 | $106,007 | $46,649 | $59,358 | — | — |
| 2022 | $54,162 | $25,064 | $29,098 | — | — |