Plan Ledger DOL Form 5500 · updated monthly

Agentsync, Inc.401(k)

AGENTSYNC 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.26%

Agentsync, Inc. reported $19,642 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.11% to 0.26%. 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 (828th of 1,461), and 8,240th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$9,249,503
Participants with balances220
Active participants190
Employer contributions—
Employee contributions$2,547,051
Employer contribution per active participant—
Average account balance$42,043
Benefits paid to participants$1,479,688
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.2M · 220 accts
2023$5.7M · 269 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,642
Total administrative$19,642
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$19,642
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

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

Administrative cost history2
2024$19,642 · 0.26%
2023$5,174 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Colorado
The Red van Workshop, LLC CO$9.4M · 0.06%
Flagship Food Group, LLC CO$9.3M · 0.45%
Atlas Navigators, LLC CO$9.0M · 0.62%
Biointellisense, Inc. CO$9.0M · 0.26%
A G Wassenaar Inc CO$8.9M · 0.43%
T3I, Inc. CO$8.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844905267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.