· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE COLORADO TRUST — THE COLORADO TRUST MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250310154326NAL0025786720001
THE COLORADO TRUST
Form 5500-SF
FILING_RECEIVED
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
32
Accounts w/ balance
87
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE COLORADO TRUST
.
Find decision makers
Plan sponsor
Name
THE COLORADO TRUST
EIN
84-0994055
Address
3660 BLAKE ST, SUITE 800 · DENVER, CO · 80205
Phone
(303) 837-1200
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
OUTDOOR POWER EQUIPMENT INSTITUTE, INC.
OUTDOOR POWER EQUIPMENT INSTITUTE, INC. 401(K) PROFIT SHARING PLAN
$7.1M · 17 participants
BENJAMIN ROSE INSTITUTE ON AGING
THE BENJAMIN ROSE INSTITUTE 401(K) PLAN
$7.1M · 102 participants
SAFARI CLUB INTERNATIONAL FOUNDA
SAFARI CLUB INTERNATIONAL FOUNDATION 401(K) PLAN
$7.1M · 64 participants
UNITED LABOR AGENCY
UNITED LABOR AGENCY 401K PROFIT SHARING PLAN
$7.1M · 61 participants
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS TAX DEFERRED ANNUITY PLAN
$7.1M · 34 participants
MASTER BUILDERS ASSOCIATION OF KING & SNOHOMISH COUNTIES
MASTER BUILDERS ASSOCIATION OF KING & SNOHOMISH COUNTIES 401(K) PLAN
$7.1M · 34 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
