Plan Ledger DOL Form 5500 · updated monthly

Colorado Bluesky Enterprises401(k)

COLORADO BLUESKY ENTERPRISES CUSTOM 401(K) PLAN AND TRUST · PUEBLO, CO · plan year 2018

Reported admin expense ratio · 2018
0.15%

Colorado Bluesky Enterprises reported $2,589 in plan administrative expenses for 2018: 0.15% of average plan assets, below the peer median. 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 5 years on file its reported administrative ratio rose from 0.15% to 1.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 122 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (1,300th of 1,461), and 2,942nd of 3,341 in other services.

Plan summary
Net assets, end of year$1,632,235
Participants with balances175
Active participants112
Employer contributions—
Employee contributions$45,136
Employer contribution per active participant—
Average account balance$9,327
Benefits paid to participants$300,780
Plan auditDisclaimer of opinion
AuditorZUDYK & SCHEIRMAN, CPA'S PC
Plan history4
Yearassets · accounts · employer contribution
2023$1.4M · 84 accts · $50K emplr
2022$1.5M · 96 accts · $55K emplr
2019$1.3M · 162 accts
2018$1.6M · 175 accts
Administrative expenses, itemized · 2018
Recordkeeping & contract admin$2,589
Total administrative$2,589
What these fees cost you

Annual cost at the plan's reported 2018 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2023$19,094 · 1.31%
2022$13,162 · 0.99%
2019$1,946 · 0.13%
2018$2,589 · 0.15%
Similar plansOther Services · Colorado
Girl Scouts of Colorado CO$3.1M · 1.04%
Radiance Holdings, LLC CO$2.8M · 0.11%
Wenco Industries, Inc. CO$2.5M · 2.00%
Floyds 99 Holdings, LLC CO$2.2M · 1.79%
Holtzman Enterprises Inc. CO$1.4M · 0.07%
Btb Home Care LLC CO$46K · 12.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840561888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.