Plan Snapshot
- Plan Sponsor: Wurkforce, INC.
- Sponsor EIN: 812794951
- Sponsor Address: 2162 MARKET STREET, DENVER, CO, 80205
- Plan Type: 401(k)
- Total Participants: 6,647
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,647 | $23.8M | $1.4M | $6.5M |
| 2023 | 4,245 | $16.7M | $139,739 | $3.9M |
| 2022 | 1,538 | $5.8M | $433,999 | $1.7M |
| 2021 | 80 | $688,848 | $0 | $312,115 |
| 2020 | 49 | $259,092 | $0 | $214,585 |
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 |
|---|---|---|---|---|
| PCS RETIREMENT LLC | CONTRACT ADMINISTRATOR | $202,120 | — | $202,120 |
| INTELLICENTS INVESTMENT SOLUTIONS | INVESTMENT ADVISORY | $109,482 | — | $109,482 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT LLC — CONTRACT ADMINISTRATOR
- INTELLICENTS INVESTMENT SOLUTIONS — INVESTMENT ADVISORY
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,602
- Estimated Expense Ratio: 1.308% 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 | $311,603 | $15,597 | $296,006 | — | — |
| 2023 | $213,961 | $63,154 | $150,671 | — | — |
| 2022 | $540,137 | — | $50,166 | — | — |
| 2021 | $99,255 | — | $6,718 | — | — |
| 2020 | — | — | — | — | — |