Plan Ledger DOL Form 5500 · updated monthly

Alterra Mountain Company401(k)

ALTERRA MOUNTAIN COMPANY U.S. INC. 401(K) RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Alterra Mountain Company reported $506,036 in plan administrative expenses for 2024: 0.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $515 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 0.16% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 49th-largest of 1,461 plans among Colorado employers on file, and the 31st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 11,850 to 19,494 since 2022.

Plan summary
Net assets, end of year$365,835,665
Participants with balances7,238
Active participants19,494
Employer contributions$10,047,659
Employee contributions$24,479,914
Employer contribution per active participant$515
Average account balance$50,544
Benefits paid to participants$36,897,748
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$365.8M · 7,238 accts · $10.0M emplr
2023$310.4M · 5,792 accts · $9.3M emplr
2022$240.2M · 5,421 accts · $8.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$392,549
Investment management$113,487
Total administrative$506,036
The Alterra Mountain Company 401(k) match · 2024
Employer contribution per active participant$515
Median for plans this size$4,294
2024$515 per active participant
2023$878 per active participant
2022$692 per active participant

Alterra Mountain Company's 2024 employer contribution ran below the $4,294 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$392,549
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$113,487

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

Administrative cost history3
2024$506,036 · 0.15%
2023$461,530 · 0.17%
2022$423,778 · 0.16%
Same employer
Similar plansArts, Entertainment & Recreation · Colorado
Seminole Tribe of Florida FL$395.8M · 0.22%
Cedar Fair, L.P. OH$337.4M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911616891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.