Plan Ledger DOL Form 5500 · updated monthly

Colcal Colorado, Inc.401(k)

COLCAL COLORADO, INC. RETIREMENT PLAN · GRAND JUNCTION, CO · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Colcal Colorado, Inc. reported $14,601 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,186 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 has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (1,267th of 1,461), and 1,431st of 2,240 in accommodation & food services. In 2023, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,067,631
Participants with balances139
Active participants121
Employer contributions$143,527
Employee contributions$346,784
Employer contribution per active participant$1,186
Average account balance$14,875
Benefits paid to participants$77,229
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $77K emplr
2023$2.1M · 139 accts · $144K emplr
2022$1.4M · 126 accts · $121K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,601
Total administrative$14,601
The Colcal Colorado, Inc. 401(k) match · 2023
Employer contribution per active participant$1,186
Median for plans this size$1,308
2023$1,186 per active participant
2022$1,071 per active participant

Colcal Colorado, Inc.'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 · 20232
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$10,103
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$4,498

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024Not separately reported
2023$14,601 · 0.84%
2022$11,534 · 0.86%
Similar plansAccommodation & Food Services · Colorado
Illegal Pete's, LLC CO$2.4M · 0.38%
Ckw Pizza, LLC CO$1.9M · 0.40%
Edible Beats, Inc. CO$1.2M · 1.21%
Ccg Employee Leasing, LLC CO$1.2M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840674959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.