Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE COLORADO TRUST
EIN 84-0994055non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
156
3660 BLAKE ST, SUITE 800 - DENVER, CO 80205303-539-3127coloradotrust.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.4M assets / 156 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE COLORADO TRUST MONEY PURCHASE PENSION PLAN
OtherDC
Assets$8.8M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE COLORADO TRUST 403(B) PLAN
403b
Assets$6.6M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE COLORADO TRUST MONEY PURCHASE PENSION PLAN | OtherDC | $8.8M | 87 | 2025 | |
| 002 | THE COLORADO TRUST 403(B) PLAN | 403b | $6.6M | 69 | 2025 |
Retirement plans