Plan Ledger DOL Form 5500 · updated monthly

Anthesis LLC401(k)

ANTHESIS 401(K) PLAN & TRUST · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Anthesis LLC reported $35,614 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $3,655 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.

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 (866th of 1,461), and 8,582nd of 11,654 in professional & technical services. In 2024, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,277,027
Participants with balances192
Active participants136
Employer contributions$497,131
Employee contributions$1,299,513
Employer contribution per active participant$3,655
Average account balance$43,110
Benefits paid to participants$904,478
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,614
Total administrative$35,614
The Anthesis LLC 401(k) match · 2024
Employer contribution per active participant$3,655
Median for plans this size$1,313

Anthesis LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
VESTWELL · Contract administrator · Investment advisory (plan)$35,610
CARBON COLLECTIVE INVESTING, LLC$16,902

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

Administrative cost history1
2024$35,614 · 0.50%
Similar plansProfessional & Technical Services · Colorado
The Marketing Practice CO$8.4M · 1.12%
Upside Connection, LLC CO$8.4M · 0.50%
Unbridled Solutions, LLC CO$8.0M · 0.13%
Adcellerant, LLC CO$7.9M · 0.09%
Orthofi, Inc. CO$7.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463550428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.