Plan Ledger DOL Form 5500 · updated monthly

Boecore, LLC401(k)

BOECORE, LLC 401(K)PROFIT SHARING PLAN AND TRUST · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Boecore, LLC reported $196,411 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,343 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 0.58%. 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 270th-largest of 1,461 plans among Colorado employers on file, and the 3,022nd of 11,654 in professional & technical services. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 213 to 354 since 2022.

Plan summary
Net assets, end of year$44,636,648
Participants with balances488
Active participants354
Employer contributions$1,537,538
Employee contributions$3,323,317
Employer contribution per active participant$4,343
Average account balance$91,469
Benefits paid to participants$3,759,791
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$44.6M · 488 accts · $1.5M emplr
2023$23.0M · 353 accts · $1.1M emplr
2022$17.1M · 291 accts · $776K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,401
Investment management$117,692
Total administrative$196,411
The Boecore, LLC 401(k) match · 2024
Employer contribution per active participant$4,343
Median for plans this size$2,416
2024$4,343 per active participant
2023$3,972 per active participant
2022$3,641 per active participant

Boecore, LLC'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 · 20244
CREIGHTON RETIREMENT PARTNERS · Investment advisory (plan)$89,551
EMPOWER ADVISORY GROUP, LLC · Investment management$28,142
PENTEGRA SERVICES, INC. · Contract administrator$23,564

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$196,411 · 0.58%
2023$116,616 · 0.58%
2022$99,762 · 0.52%
Same employer
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Nextworld, LLC CO$49.1M · 0.15%
Clovis Oncology, Inc. CO$47.2M · 0.15%
Hall & Evans, LLC CO$45.3M · 0.17%
Onepoint Hro, LLC CO$44.9M · 0.65%
Integral Consulting Inc. CO$43.1M · 0.16%
Srs Acquiom Holdings LLC CO$41.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841590236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.