How big is Colorado Enterprise Fund's plan?

Colorado Enterprise Fund's plan reported $1.8M in assets and 26 participants for 2024.

Original filing (PDF)20251007130442NAL0002483811001

Colorado Enterprise Fund

Name: Colorado Enterprise Fund — Section 403(b) Retirement, Form 5500 (2024)
Creator: Colorado Enterprise Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Section 403(b) Retirement Plan for Colorado Enterprise Fund

403(b) retirement plan · Colorado Enterprise Fund's Section 403(b) Retirement Plan for Colorado Enterprise Fund held $1.8M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jeremy DUNN signed Colorado Enterprise Fund's 2024 Form 5500 as plan administrator.

Jeremy DUNN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Colorado Enterprise Fund's EIN is 84-0837398.

EIN 84-0837398

Plan number 001

Plan year 2024

ACK ID 20251007130442NAL0002483811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colorado Enterprise Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colorado Enterprise Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLORADO ENTERPRISE FUND.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

COLORADO ENTERPRISE FUND

EIN

all filings

Address

1888 SHERMAN STREET SUITE 530 · DENVER, CO · 80203

Phone

(303) 860-0242

Industry

Finance & Insurance

Plan administrator