Plan Ledger DOL Form 5500 · updated monthly

Caleel Hayden LLC401(k)

CALEEL HAYDEN LLC 401K SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Caleel Hayden LLC reported $20,927 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,278 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 0.40% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Colorado (1,132nd of 1,461), and 3,801st of 4,246 in wholesale trade. In 2024, employees put in $3.88 for every $1.00 the employer contributed; active participation has shrunk from 70 to 60 since 2022.

Plan summary
Net assets, end of year$3,920,299
Participants with balances102
Active participants60
Employer contributions$76,696
Employee contributions$297,273
Employer contribution per active participant$1,278
Average account balance$38,434
Benefits paid to participants$360,574
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 102 accts · $77K emplr
2023$3.4M · 112 accts · $81K emplr
2022$3.0M · 113 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,480
Investment management$18,447
Total administrative$20,927
The Caleel Hayden LLC 401(k) match · 2024
Employer contribution per active participant$1,278
Median for plans this size$1,313
2024$1,278 per active participant
2023$1,119 per active participant
2022$1,244 per active participant

Caleel Hayden LLC'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
FIRST WESTERN TRUST BANK · Recordkeeping · Trustee$18,447
ADP, INC. · Loan processing · Recordkeeping$2,480

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, FIRST WESTERN TRUST BANK
2023ADP, FIRST WESTERN TRUST BANK

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

Administrative cost history3
2024$20,927 · 0.57%
2023$7,690 · 0.24%
2022$13,175 · 0.40%
Similar plansWholesale Trade · Colorado
Denver Hardwood Co., Inc. CO$4.7M · 0.04%
Slang Worldwide, Inc. CO$3.9M · 1.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391878540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.