Plan Ledger DOL Form 5500 · updated monthly

Colwen Management, Inc.401(k)

COLWEN MANAGEMENT, INC. 401(K) BENEFIT PLAN · PORTSMOUTH, NH · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Colwen Management, Inc. reported $54,334 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $855 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 0.76% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 200th-largest of 411 plans among New Hampshire employers on file, and the 792nd of 2,096 in real estate & leasing. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 623 to 869 since 2022.

Plan summary
Net assets, end of year$16,288,337
Participants with balances721
Active participants869
Employer contributions$743,202
Employee contributions$1,300,668
Employer contribution per active participant$855
Average account balance$22,591
Benefits paid to participants$1,120,179
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 721 accts · $743K emplr
2023$13.6M · 331 accts · $691K emplr
2022$11.0M · 724 accts · $537K emplr
Administrative expenses, itemized · 2024
Investment management$54,334
Total administrative$54,334
The Colwen Management, Inc. 401(k) match · 2024
Employer contribution per active participant$855
Median for plans this size$2,416
2024$855 per active participant
2023$377 per active participant
2022$861 per active participant

Colwen Management, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
NATIONWIDE · Custodial (securities) · Recordkeeping$112,917
NATIONWIDE · Recordkeeping$5,610
NATIONWIDE RETIREMENT PLANS · Recordkeeping$3,480
COMMONWEALTH FINANCIAL NETWORK · Investment management$76,923

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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Administrative cost history3
2024$54,334 · 0.36%
2023$40,316 · 0.33%
2022$89,110 · 0.76%
Same employer
Similar plansReal Estate & Leasing · New Hampshire
Cmg Cit Acquisition LLC NH$29.4M · 0.34%
Landvest, Inc. NH$23.5M · 0.01%
Traincroft, Inc. NH$2.4M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020526858 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.