Plan Ledger DOL Form 5500 · updated monthly

Beaver Run Rental Holdings, LLC401(k)

BEAVER RUN RENTAL HOLDINGS, LLC 401(K) PLAN · BRECKENRIDGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Beaver Run Rental Holdings, LLC reported $27,095 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $554 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 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (1,044th of 1,461), and the 873rd of 2,240 in accommodation & food services. In 2024, employees put in $4.83 for every $1.00 the employer contributed; active participation has grown from 136 to 190 since 2022.

Plan summary
Net assets, end of year$5,116,308
Participants with balances276
Active participants190
Employer contributions$105,275
Employee contributions$508,812
Employer contribution per active participant$554
Average account balance$18,537
Benefits paid to participants$259,211
Plan auditUnmodified (clean) audit opinion
AuditorMARTILLARO RAUB AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 276 accts · $105K emplr
2023$4.1M · 294 accts · $105K emplr
2022$3.7M · 254 accts · $88K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,612
Investment management$24,483
Total administrative$27,095
The Beaver Run Rental Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$554
Median for plans this size$1,313
2024$554 per active participant
2023$731 per active participant
2022$648 per active participant

Beaver Run Rental Holdings, LLC's 2024 employer contribution ran below the $1,313 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
CREATIVE PLANNING LLC · Investment advisory (plan)$22,803
EMPOWER ADVISORY GROUP, LLC · Investment management$1,681

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$27,095 · 0.59%
2023$22,111 · 0.56%
2022$23,159 · 0.58%
Same employer
Similar plansAccommodation & Food Services · Colorado
Resort Group, LLC CO$6.6M · 0.92%
Princeton Holdings, LLC CO$6.1M · 0.03%
Drg Employer LLC CO$4.8M · 1.59%
Breckenridge-Wynkoop LLC CO$3.5M · 0.99%
Susiecakes Holdings, Inc. CO$3.3M · 1.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844051245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.