Plan Ledger DOL Form 5500 · updated monthly

Applewood Plumbing & Heating Company401(k)

APPLEWOOD PLUMBING & HEATING COMPANY 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Applewood Plumbing & Heating Company reported $88,763 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,301 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 3 years on file its reported administrative ratio has held roughly steady near 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 694th-largest of 1,461 plans among Colorado employers on file, and 2,677th of 5,337 in construction. In 2024, employees put in $3.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,056,856
Participants with balances220
Active participants168
Employer contributions$386,534
Employee contributions$1,241,164
Employer contribution per active participant$2,301
Average account balance$59,349
Benefits paid to participants$2,573,542
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 220 accts · $387K emplr
2023$12.6M · 252 accts · $432K emplr
2022$10.1M · 239 accts · $393K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,105
Investment management$71,658
Total administrative$88,763
The Applewood Plumbing & Heating Company 401(k) match · 2024
Employer contribution per active participant$2,301
Median for plans this size$2,416
2024$2,301 per active participant
2023$2,322 per active participant
2022$2,298 per active participant

Applewood Plumbing & Heating Company's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWPORT GROUP, INC. · Recordkeeping$17,106
CREATIVE PLANNING. · Investment advisory (plan)$71,658

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$88,763 · 0.69%
2023$74,912 · 0.66%
2022$69,955 · 0.66%
Same employer
Similar plansConstruction · Colorado
B.T. Construction, Inc. CO$14.5M · 0.49%
Douglass Colony Group Inc. CO$14.3M · 0.53%
Lakewood Electric Company CO$12.2M · 0.43%
View Homes Incorporated CO$12.2M · 0.37%
A-1 Chipseal Co. CO$12.1M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841330588 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.