Plan Ledger DOL Form 5500 · updated monthly

Collective Goods Holdings, Inc.401(k)

COLLECTIVE GOODS EMPLOYEE RETIREMENT PLAN · BROOMFIELD, CO · plan year 2022

Reported admin expense ratio · 2022
0.02%

Collective Goods Holdings, Inc. reported $488 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (1,191st of 1,461), and 4,347th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,999,616
Participants with balances50
Active participants138
Employer contributions—
Employee contributions$167,438
Employer contribution per active participant—
Average account balance$59,992
Benefits paid to participants$19,740
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC.
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$488 · 0.02%
Similar plansRetail Trade · Colorado
Jax Inc CO$3.8M · 0.62%
Hyde Park Inc. CO$3.2M · 0.18%
Cf Altitude LLC CO$2.9M · 1.84%
The Pro's Closet Inc. CO$2.7M · 0.43%
Peerless Tyre Co CO$2.4M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201987673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.