How big is The Colorado Trust's plan?

The Colorado Trust's plan reported $6.6M in assets and 29 participants for 2025.

Original filing (PDF)20260420105833NAL0002712418001

The Colorado Trust

Name: The Colorado Trust — The Colorado Trust 403(b) Plan, Form 5500 (2025)
Creator: The Colorado Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Colorado Trust 403(b) Plan

403(b) retirement plan · The Colorado Trust's The Colorado Trust 403(b) Plan held $6.6M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Taylor Schafbuch signed The Colorado Trust's 2025 Form 5500 as plan administrator.

Taylor Schafbuch — 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

The Colorado Trust's EIN is 84-0994055.

EIN 84-0994055

Plan number 002

Plan year 2025

ACK ID 20260420105833NAL0002712418001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Colorado Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Colorado Trust's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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 (96th percentile).

Plan sponsor

Name

THE COLORADO TRUST

EIN

all filings

Address

3660 BLAKE ST, SUITE 800 · DENVER, CO · 80205

Phone

(303) 539-3127

Industry

Health Care & Social Assistance

Plan administrator