Plan Ledger DOL Form 5500 · updated monthly

Burg Simpson Eldredge Hersh & Jardine, P.C.401(k)

BURG SIMPSON ELDREDGE HERSH AND JARDINE P.C. PROFIT SHARING PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Burg Simpson Eldredge Hersh & Jardine, P.C. reported $9,811 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,375 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 0.29% to 0.05%. 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 491st-largest of 1,461 plans among Colorado employers on file, and the 5,304th of 11,654 in professional & technical services. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,404,431
Participants with balances181
Active participants149
Employer contributions$651,851
Employee contributions$1,057,118
Employer contribution per active participant$4,375
Average account balance$118,257
Benefits paid to participants$3,595,259
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL LAWTON & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 181 accts · $652K emplr
2023$20.9M · 181 accts · $450K emplr
2022$18.1M · 159 accts · $434K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,987
Investment management$1,824
Total administrative$9,811
The Burg Simpson Eldredge Hersh & Jardine, P.C. 401(k) match · 2024
Employer contribution per active participant$4,375
Median for plans this size$2,416
2024$4,375 per active participant
2023$3,020 per active participant
2022$2,973 per active participant

Burg Simpson Eldredge Hersh & Jardine, P.C.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,987

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$9,811 · 0.05%
2023$16,686 · 0.09%
2022$56,106 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Colorado
Four Winds Interactive, LLC CO$22.7M · 0.53%
Investortools, Inc. CO$22.0M · 0.01%
Matrix Design Group, Inc. CO$21.7M · 0.38%
Samba Holdings, Inc. CO$21.2M · 0.77%
dba Employers Council CO$20.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840832595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.