Plan Ledger DOL Form 5500 · updated monthly

Allosource403(b)

ALLOSOURCE EMPLOYEES' RETIREMENT PLAN · CENTENNIAL, CO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Allosource reported $130,270 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1,824 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 0.26% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 199th-largest of 1,461 plans among Colorado employers on file, and the 344th of 3,341 in other services. In 2024, employees put in $3.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,762,450
Participants with balances664
Active participants512
Employer contributions$933,901
Employee contributions$3,299,757
Employer contribution per active participant$1,824
Average account balance$94,522
Benefits paid to participants$6,527,913
Plan auditDisclaimer of opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$62.8M · 664 accts · $934K emplr
2023$56.9M · 712 accts · $902K emplr
2022$48.2M · 716 accts · $874K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,720
Investment management$37,550
Total administrative$130,270
Employer contributions to the Allosource plan · 2024
Employer contribution per active participant$1,824
Median for plans this size$3,635
2024$1,824 per active participant
2023$1,856 per active participant
2022$1,821 per active participant

Allosource's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$92,720
IMA WEALTH · Consulting$37,500
CHARLES SCHWAB & CO., INC. · Securities brokerage$50

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$130,270 · 0.22%
2023$133,563 · 0.25%
2022$139,849 · 0.26%
Same employer
Similar plansOther Services · Colorado
The Navigators CO$158.5M · 0.14%
Focus on the Family CO$75.0M · 0.38%
Educause CO$48.0M · 0.06%
Management Solutions, Inc. CO$44.3M · 0.81%
Junior Achievement USA CO$43.0M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841327507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.