Plan Ledger DOL Form 5500 · updated monthly

David C Cook401(k)

DAVID C COOK RETIREMENT PLAN WITH 401(K) SAVINGS · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

David C Cook reported $55,879 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,685 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 0.32% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 432nd-largest of 1,461 plans among Colorado employers on file, and the 1,218th of 5,215 in retail trade. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has grown from 208 to 280 since 2022.

Plan summary
Net assets, end of year$24,651,912
Participants with balances353
Active participants280
Employer contributions$471,870
Employee contributions$1,176,023
Employer contribution per active participant$1,685
Average account balance$69,835
Benefits paid to participants$2,099,876
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 353 accts · $472K emplr
2023$15.4M · 284 accts · $355K emplr
2022$13.4M · 275 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,866
Investment management$44,730
Total administrative$55,879
The David C Cook 401(k) match · 2024
Employer contribution per active participant$1,685
Median for plans this size$2,416
2024$1,685 per active participant
2023$1,667 per active participant
2022$1,451 per active participant

David C Cook's 2024 employer contribution ran below the $2,416 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 · 20243
COOK STREET CONSULTING INC · Investment advisory (plan)$37,065
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,866
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,665

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

Administrative cost history3
2024$55,879 · 0.28%
2023$42,168 · 0.29%
2022$47,002 · 0.32%
Same employer
Similar plansRetail Trade · Colorado
Western Stone & Metal Corp. CO$42.2M · 0.22%
Continental Volkswagon LLC CO$26.7M · 1.19%
All Copy Products, Inc. CO$22.9M · 0.44%
Christy Sports, LLC CO$18.9M · 0.75%
Arc Thrift Stores CO$17.6M · 0.67%
Dellenbach Chevrolet, Inc. CO$13.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 366008100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.