Plan Ledger DOL Form 5500 · updated monthly

Ageiss Inc.401(k)

AGEISS INC. 401(K) PROFIT SHARING PLAN · LONGMONT, CO · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Ageiss Inc. reported $69,776 in plan administrative expenses for 2022: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,693 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 fell from 0.59% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (767th of 1,461), and 7,873rd of 11,654 in professional & technical services. In 2022, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,403,395
Participants with balances239
Active participants134
Employer contributions$226,924
Employee contributions$799,148
Employer contribution per active participant$1,693
Average account balance$43,529
Benefits paid to participants$1,833,075
Plan auditUnmodified (clean) audit opinion
AuditorJDS PROFESSIONAL
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 204 accts · $139K emplr
2023$9.8M · 231 accts · $166K emplr
2022$10.4M · 239 accts · $227K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$69,776
Total administrative$69,776
The Ageiss Inc. 401(k) match · 2022
Employer contribution per active participant$1,693
Median for plans this size$2,266
2024$1,423 per active participant
2023$1,550 per active participant
2022$1,693 per active participant

Ageiss Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024The Standard
2023The Standard

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Administrative cost history3
2024$55,192 · 0.55%
2023$56,484 · 0.56%
2022$69,776 · 0.59%
Same employer
Similar plansProfessional & Technical Services · Colorado
Pb Tech & Advisory LLC CO$10.8M · 0.11%
Riverside Technology, Inc. CO$10.7M · 0.49%
Crownpeak Technology, Inc. CO$10.7M · 0.04%
Defense Unicorns, Inc. CO$10.6M · 0.59%
Swimlane, Inc. CO$10.3M · 0.35%
Revgen Partners, Inc CO$10.3M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841097542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.