Plan Ledger DOL Form 5500 · updated monthly

Coalfire Systems, Inc.401(k)

COALFIRE SYSTEMS, INC. 401(K) PLAN · WESTMINSTER, CO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Coalfire Systems, Inc. reported $105,843 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,608 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 0.17% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 121st-largest of 1,461 plans among Colorado employers on file, and the 1,357th of 11,654 in professional & technical services. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has shrunk from 1,065 to 951 since 2022.

Plan summary
Net assets, end of year$111,683,655
Participants with balances1,177
Active participants951
Employer contributions$3,431,235
Employee contributions$9,918,407
Employer contribution per active participant$3,608
Average account balance$94,888
Benefits paid to participants$15,868,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$111.7M · 1,177 accts · $3.4M emplr
2023$95.4M · 1,178 accts · $3.4M emplr
2022$72.3M · 1,175 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,273
Investment management$18,080
Audit (IQPA)$8,490
Total administrative$105,843
The Coalfire Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$3,608
Median for plans this size$3,635
2024$3,608 per active participant
2023$3,509 per active participant
2022$3,724 per active participant

Coalfire Systems, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,273
COOK STREET CONSULTING, INC · Investment advisory (plan)$18,080
BROCK AND COMPANY · Accounting / audit$8,490

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$105,843 · 0.10%
2023$84,111 · 0.10%
2022$120,390 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Colorado
Oak View Group LLC CO$176.1M · 0.38%
Ssr Mining Inc. CO$120.5M · 0.10%
Sherman & Howard L.L.C. CO$110.7M · 0.08%
Icr Inc. CO$92.6M · 0.01%
Martin/Martin, Inc. CO$90.1M · 0.07%
Wheeler Trigg O'Donnell LLP CO$89.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841600418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.