Plan Ledger DOL Form 5500 · updated monthly

Clark's Market, Inc.401(k)

CLARK'S MARKET, INC. 401(K) PROFIT SHARING PLAN · ASPEN, CO · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Clark's Market, Inc. reported $13,799 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $540 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 0.70% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (1,093rd of 1,461), and 3,928th of 5,215 in retail trade. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 170 to 622 since 2022.

Plan summary
Net assets, end of year$4,447,180
Participants with balances263
Active participants622
Employer contributions$335,642
Employee contributions$460,578
Employer contribution per active participant$540
Average account balance$16,909
Benefits paid to participants$560,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 263 accts · $336K emplr
2023$3.8M · 165 accts · $298K emplr
2022$4.3M · 163 accts · $220K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,529
Investment management$270
Total administrative$13,799
The Clark's Market, Inc. 401(k) match · 2024
Employer contribution per active participant$540
Median for plans this size$1,313
2024$540 per active participant
2023$1,433 per active participant
2022$1,294 per active participant

Clark's Market, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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$13,529

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$13,799 · 0.34%
2023$25,090 · 0.62%
2022$33,419 · 0.70%
Same employer
Similar plansRetail Trade · Colorado
Liniger, Inc. CO$5.2M · 0.94%
Delt Services LLC CO$4.9M · 1.30%
Tynans Volkswagen Inc CO$4.5M · 0.03%
Rep Fitness, LLC CO$4.4M · 0.86%
Ihr Inc CO$4.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841509044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.