Plan Ledger DOL Form 5500 · updated monthly

Bethesda Associates403(b)

BETHESDA 403B RETIREMENT PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Bethesda Associates reported $32,896 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $640 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 0.165%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 506th-largest of 1,461 plans among Colorado employers on file, and the 650th of 2,096 in real estate & leasing. In 2024, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,644,885
Participants with balances1,255
Active participants1,109
Employer contributions$709,636
Employee contributions$1,857,457
Employer contribution per active participant$640
Average account balance$16,450
Benefits paid to participants$3,322,626
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 1,255 accts · $710K emplr
2023$19.2M · 1,293 accts · $628K emplr
2022$17.0M · 1,314 accts · $588K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,896
Total administrative$32,896
Employer contributions to the Bethesda Associates plan · 2024
Employer contribution per active participant$640
Median for plans this size$2,416
2024$640 per active participant
2023$576 per active participant
2022$518 per active participant

Bethesda Associates's 2024 employer contribution ran below the $2,416 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$37,320
CETERA INVESTMENT ADVISORS · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,896 · 0.17%
2023$30,514 · 0.17%
2022$29,712 · 0.17%
Same employer
Similar plansReal Estate & Leasing · Colorado
The Laramar Group, LLC CO$27.6M · 0.37%
East West Partners, LLC CO$27.4M · 0.31%
Redaptive, Inc. CO$19.6M · 0.22%
Nge Co. CO$18.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841087692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.