Employers › Alpine Banks of Colorado
Recordkeeping fees per participant · Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) · plan year 2024
$48.53
Higher than 34% of the 5,847 plans $50 to 250M that report it.
= $52,558 / 1,083
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001111136NAL0012517217001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001111136NAL0012517217001, received 2025-10-01
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-01.
Administrative expenses excluding investment management, per participant
$48.53
Higher than 24% of the 8,758 plans $50 to 250M that report it.
= $52,558 / 1,083
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001111136NAL0012517217001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001111136NAL0012517217001, received 2025-10-01
Administrative expenses per participant
$48.53
Higher than 16% of the 9,042 plans $50 to 250M that report it.
= $52,558 / 1,083
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001111136NAL0012517217001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001111136NAL0012517217001, received 2025-10-01
Administrative expenses as a share of assets
0.033%
Higher than 14% of the 9,049 plans $50 to 250M that report it.
= $52,558 / $160,932,518
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001111136NAL0012517217001, received 2025-10-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001111136NAL0012517217001, received 2025-10-01
Employer contributions per participant
$4,134
Higher than 70% of the 9,105 plans $50 to 250M that report it.
= $4,477,578 / 1,083
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001111136NAL0012517217001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001111136NAL0012517217001, received 2025-10-01
Employer share of total contributions
49.2%
Higher than 89% of the 9,112 plans $50 to 250M that report it.
= $4,477,578 / $9,102,394
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001111136NAL0012517217001, received 2025-10-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001111136NAL0012517217001, received 2025-10-01
Plan terms are not published in public filings.
2E profit-sharing · 2J 401(k) feature · 2O ESOP-related feature · 3I · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251001111136NAL0012517217001, received 2025-10-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ALPINE BANKS OF COLORADO | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Plan name | ALPINE BANKS OF COLORADO EMPLOYEE STOCK OWNERSHIP PLAN AND 401(K) | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Sponsor EIN / plan number | 84-0868818 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Sponsor location | GLENWOOD SPRINGS, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Industry (business code) | 522110, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Filing received | 2025-10-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Participants, beginning of year | 1,036 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Active participants | 748 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Participants, end of year | 1,083 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Participants with an account balance | 1,083 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Total assets, beginning of year | $156,157,048 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Total assets, end of year | $160,932,518 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Net assets, end of year | $160,932,518 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Total income | $18,943,380 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Net income | $4,775,470 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Employer contributions | $4,477,578 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Participant contributions | $3,121,931 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Other contributions (incl. rollovers) | $1,502,885 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Total contributions | $9,102,394 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Benefit payments | $14,115,352 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Total expenses (incl. benefit payments) | $14,167,910 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Total administrative expenses | $52,558 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Recordkeeping fees | $52,558 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Administrative expenses excluding investment management | $52,558 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Held in mutual funds | $51,104,873 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251001111136NAL0012517217001, received 2025-10-01 |
| Independent auditor | PLANTE & MORAN, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251001111136NAL0012517217001, received 2025-10-01 |
Position = column in the DOL layout for form year 2024. Filing 20251001111136NAL0012517217001, received 2025-10-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NEWPORT GROUP | NONE | 13 Contract administrator | $48,718 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251001111136NAL0012517217001, received 2025-10-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $156,157,048 | $160,932,518 | 3.1% |
| Participants with a balance | 982 | 1,083 | 10.3% |
| Administrative expenses | $45,981 | $52,558 | 14.3% |
| Recordkeeping fees per participant | not reported | $48.53 | |
| Employer contributions | $4,711,159 | $4,477,578 | -5.0% |
Prior filing 20241002084145NAL0003898387001, received 2024-10-02; the plan years are contiguous.
Sponsor name as filed: ALPINE BANKS OF COLORADO; SEC registrant: ALPINE BANKS OF COLORADO (CIK 872716, matched by EIN).