Plan Ledger DOL Form 5500 · updated monthly

Arvada Center for the Arts and Humanities401(k)

ARVADA CENTER FOR THE ARTS AND HUMANITIES 401(K) PLAN · ARVADA, CO · plan year 2023

Reported admin expense ratio · 2023
0.95%

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

Arvada Center for the Arts and Humanities reported $42,775 in plan administrative expenses for 2023: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $778 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 has held roughly steady near 0.95%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Colorado (1,071st of 1,461), and 947th of 1,311 in arts, entertainment & recreation. In 2023, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,756,832
Participants with balances97
Active participants246
Employer contributions$191,411
Employee contributions$186,431
Employer contribution per active participant$778
Average account balance$49,040
Benefits paid to participants$532,467
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 97 accts · $191K emplr
2022$4.2M · 86 accts · $185K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$35,408
Investment management$7,367
Total administrative$42,775
The Arvada Center for the Arts and Humanities 401(k) match · 2023
Employer contribution per active participant$778
Median for plans this size$1,308
2023$778 per active participant
2022$800 per active participant

Arvada Center for the Arts and Humanities's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
IMA WEALTH INC · Investment advisory (plan)$4,598
EMPOWER ADVISORY GROUP, LLC · Investment management$2,769
IMA WEALTH INCindirect 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
2023$42,775 · 0.95%
2022$42,692 · 0.92%
Similar plansArts, Entertainment & Recreation · Colorado
Movement Management, LLC CO$9.6M · 0.02%
Core Power Yoga, LLC CO$4.9M · 0.03%
Trollco, Inc. CO$4.7M · 0.67%
Earth Treks, LLC CO$4.6M · 0.02%
Ski & Snowboard Club Vail CO$4.3M · 0.73%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840849472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.