Plan Ledger DOL Form 5500 · updated monthly

Crestone Services Group, LLC401(k)

CRESTONE SERVICES GROUP 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
1.26%

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

Crestone Services Group, LLC reported $58,232 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $948 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Colorado (1,011th of 1,461), and 1,840th of 2,199 in information & media. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,612,966
Participants with balances257
Active participants321
Employer contributions$304,410
Employee contributions$809,418
Employer contribution per active participant$948
Average account balance$21,840
Benefits paid to participants$1,468,787
Plan auditUnmodified (clean) audit opinion
AuditorG&S CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,910
Investment management$18,076
Audit (IQPA)$14,000
Total administrative$58,232
The Crestone Services Group, LLC 401(k) match · 2024
Employer contribution per active participant$948
Median for plans this size$1,313

Crestone Services Group, LLC's 2024 employer contribution ran below the $1,313 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 · 20245
CANNON CAPITAL MANAGEMENT INC · Investment advisory (plan)$17,140
GLS CERTIFIED PUBLIC ACCOUNTANTS PC · Accounting / audit$14,000
FIDUCIARY WISE LLC$4,246
EMPOWER ADVISORY GROUP, LLC · Investment management$936

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

Administrative cost history1
2024$58,232 · 1.26%
All plans at this employer2
CRESTONE SERVICES GROUP 401(K) PLAN401(k)
CRESTONE SERVICES GROUP 401(K) PLAN401(k)
Similar plansInformation & Media · Colorado
Sounds True Inc. CO$7.2M · 0.70%
Illfonic Inc CO$5.1M · 0.63%
Ems Operations LLC CO$3.6M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472866430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.