Plan Ledger DOL Form 5500 · updated monthly

A G Wassenaar Inc401(k)

A G WASSENAAR INC 401(K) PROFIT SHARING PLAN & TRUST · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.43%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

A G Wassenaar Inc reported $34,581 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $1,799 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.38% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (845th of 1,461), and 8,361st of 11,654 in professional & technical services. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 115 to 138 since 2022.

Plan summary
Net assets, end of year$8,897,218
Participants with balances136
Active participants138
Employer contributions$248,207
Employee contributions$526,131
Employer contribution per active participant$1,799
Average account balance$65,421
Benefits paid to participants$81,139
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 136 accts · $248K emplr
2023$7.2M · 148 accts · $248K emplr
2022$5.6M · 126 accts · $271K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,728
Investment management$14,993
Trustee / custodial$860
Total administrative$34,581
The A G Wassenaar Inc 401(k) match · 2024
Employer contribution per active participant$1,799
Median for plans this size$1,313
2024$1,799 per active participant
2023$2,280 per active participant
2022$2,360 per active participant

A G Wassenaar Inc's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Recordkeeping$17,612
AVEO CAPITAL PARTNERS, LLC · Investment advisory (participants)$12,385

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,581 · 0.43%
2023$25,751 · 0.40%
2022$21,998 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Colorado
Flagship Food Group, LLC CO$9.3M · 0.45%
Agentsync, Inc. CO$9.2M · 0.26%
Atlas Navigators, LLC CO$9.0M · 0.62%
Biointellisense, Inc. CO$9.0M · 0.26%
T3I, Inc. CO$8.7M · 0.18%
Keg 1 Colorado LLC CO$8.7M · 1.04%
Halker Consulting LLC CO$8.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840740878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.