Plan Ledger DOL Form 5500 · updated monthly

Birdon America Inc.401(k)

BIRDON AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Birdon America Inc. reported $39,543 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,220 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 rose from 0.52% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,052nd of 1,461), and 9,801st of 11,654 in professional & technical services. In 2024, employees put in $3.63 for every $1.00 the employer contributed; active participation has grown from 194 to 315 since 2022.

Plan summary
Net assets, end of year$5,005,258
Participants with balances373
Active participants315
Employer contributions$384,447
Employee contributions$1,396,203
Employer contribution per active participant$1,220
Average account balance$13,419
Benefits paid to participants$701,384
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 373 accts · $384K emplr
2023$3.2M · 384 accts · $377K emplr
2022$1.9M · 312 accts · $234K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,543
Total administrative$39,543
The Birdon America Inc. 401(k) match · 2024
Employer contribution per active participant$1,220
Median for plans this size$1,313
2024$1,220 per active participant
2023$1,618 per active participant
2022$1,205 per active participant

Birdon America Inc.'s 2024 employer contribution ran below the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$39,543
ADP BROKER-DEALERindirect 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
2024ADP
2023ADP

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

Administrative cost history3
2024$39,543 · 0.96%
2023$7,083 · 0.28%
2022$9,507 · 0.52%
Same employer
Similar plansProfessional & Technical Services · Colorado
Spicer Jeffries & Co LLP CO$5.3M · 0.60%
Bombbomb, Inc. CO$5.1M · 0.44%
Twin Landfill Corporation CO$4.4M · 0.73%
Patient Now LLC CO$4.4M · 0.89%
World Data Solutions Inc. CO$4.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421771496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.