Plan Ledger DOL Form 5500 · updated monthly

Berg Hill Greenleaf & Ruscitti LLP401(k)

BERG HILL GREENLEAF & RUSCITTI LLP PROFIT SHARING PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Berg Hill Greenleaf & Ruscitti LLP reported $26,417 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,586 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 1 year on file its reported administrative ratio fell from 0.22% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 601st-largest of 1,461 plans among Colorado employers on file, and 6,190th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,736,917
Participants with balances137
Active participants109
Employer contributions$608,900
Employee contributions$1,158,105
Employer contribution per active participant$5,586
Average account balance$122,167
Benefits paid to participants$216,724
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$16.7M · 137 accts · $609K emplr
2023$13.4M · 124 accts · $498K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,495
Investment management$5,451
Trustee / custodial$5,312
Total administrative$26,417
The Berg Hill Greenleaf & Ruscitti LLP 401(k) match · 2024
Employer contribution per active participant$5,586
Median for plans this size$2,416
2024$5,586 per active participant
2023$5,080 per active participant

Berg Hill Greenleaf & Ruscitti LLP's 2024 employer contribution ran above the $2,416 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
BOKF, NA · Custodial (securities) · Trustee$20,966
BSW WEALTH PARTNERS · Investment advisory (participants)$5,451

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

Administrative cost history2
2024$26,417 · 0.18%
2023$27,052 · 0.22%
Similar plansProfessional & Technical Services · Colorado
Codefied Inc. CO$17.3M · 0.65%
Kl&A, Inc. CO$17.3M · 0.43%
Knight Piesold and Co. CO$17.0M · 0.20%
Spinnaker Support, LLC CO$16.8M · 0.12%
Westrian Group, Inc. CO$16.4M · 0.40%
Lumivero, LLC CO$16.3M · 0.32%
Solid Power Operating, Inc. CO$16.1M · 0.50%
Thirdera, LLC CO$15.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841605707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.