Plan Ledger DOL Form 5500 · updated monthly

Cf Altitude LLC401(k)

ALTA CONVENIENCE 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2023

Reported admin expense ratio · 2023
1.84%

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

Cf Altitude LLC reported $38,560 in plan administrative expenses for 2023: 1.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $859 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 1 year on file its reported administrative ratio rose from 0.95% to 1.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (1,200th of 1,461), and 4,386th of 5,215 in retail trade. In 2023, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,873,490
Participants with balances707
Active participants673
Employer contributions$578,304
Employee contributions$1,122,159
Employer contribution per active participant$859
Average account balance$4,064
Benefits paid to participants$667,670
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $707K emplr
2023$2.9M · 707 accts · $578K emplr
2022$1.3M · 699 accts · $440K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,661
Investment management$9,899
Total administrative$38,560
The Cf Altitude LLC 401(k) match · 2023
Employer contribution per active participant$859
Median for plans this size$1,308
2023$859 per active participant
2022$668 per active participant

Cf Altitude LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ADP, INC. · Recordkeeping$28,660
ALPHA CAPITAL MANAGEMENT GROUP, INC · Recordkeeping · Trustee$9,899
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, ALPHA CAPITAL MANAGEMENT GROUP, INC
2023ADP, ALPHA CAPITAL MANAGEMENT GROUP, INC

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Administrative cost history3
2024Not separately reported
2023$38,560 · 1.84%
2022$12,431 · 0.95%
Same employer
Similar plansRetail Trade · Colorado
Jax Inc CO$3.8M · 0.62%
Hyde Park Inc. CO$3.2M · 0.18%
The Pro's Closet Inc. CO$2.7M · 0.43%
Peerless Tyre Co CO$2.4M · 0.53%
Two Js LLC CO$2.2M · 1.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853585327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.