Plan Ledger DOL Form 5500 · updated monthly

Boulder Associates, Inc.401(k)

BOULDER ASSOCIATES, INC. 401(K) PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Boulder Associates, Inc. reported $114,546 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $5,380 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 fell from 0.35% to 0.33%. 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 321st-largest of 1,461 plans among Colorado employers on file, and the 3,528th of 11,654 in professional & technical services. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 156 to 236 since 2022.

Plan summary
Net assets, end of year$36,859,827
Participants with balances305
Active participants236
Employer contributions$1,269,593
Employee contributions$2,374,976
Employer contribution per active participant$5,380
Average account balance$120,852
Benefits paid to participants$5,233,074
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 305 accts · $1.3M emplr
2023$33.3M · 284 accts · $1.0M emplr
2022$26.3M · 227 accts · $813K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,422
Investment management$67,374
Total administrative$114,546
The Boulder Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$5,380
Median for plans this size$2,416
2024$5,380 per active participant
2023$4,645 per active participant
2022$5,215 per active participant

Boulder Associates, Inc.'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$44,124
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,946
CURI RMB CAPITAL LLC · Investment advisory (plan)$23,250
RMB RETIREMENT PLAN SOLUTIONS · Investment advisory (plan)$7,750

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$114,546 · 0.33%
2023$104,187 · 0.35%
2022$98,022 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Colorado
Marx/Okubo Associates, LTD. CO$39.3M · 0.04%
Wvp of Washington PC CO$38.2M · 0.54%
Kpa Services, LLC CO$37.7M · 0.61%
Campos Holding Company LLC CO$36.2M · 0.56%
Moye White LLP CO$35.5M · 0.10%
Vendavo, Inc. CO$35.0M · 0.06%
Oz Architecture, Inc. CO$34.8M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840817826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.