Plan Ledger DOL Form 5500 · updated monthly

Davis Graham & Stubbs LLP401(k)

DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Davis Graham & Stubbs LLP reported $5,000 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,705 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 0.004% to 0.003%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 92nd-largest of 1,461 plans among Colorado employers on file, and the 890th of 11,654 in professional & technical services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$179,822,956
Participants with balances384
Active participants227
Employer contributions$3,565,127
Employee contributions$3,447,995
Employer contribution per active participant$15,705
Average account balance$468,289
Benefits paid to participants$8,085,799
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$179.8M · 384 accts · $3.6M emplr
2023$155.9M · 383 accts · $3.4M emplr
2022$132.4M · 361 accts · $3.0M emplr
The Davis Graham & Stubbs LLP 401(k) match · 2024
Employer contribution per active participant$15,705
Median for plans this size$3,635
2024$15,705 per active participant
2023$13,932 per active participant
2022$12,950 per active participant

Davis Graham & Stubbs LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$5,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,000 · 0.00%
2023$4,459 · 0.00%
2022$5,400 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Colorado
Trilon Group Holdings, LLC CO$257.8M · 0.31%
Consor Engineers, LLC CO$222.7M · 0.11%
Merrick & Company CO$207.8M · 0.16%
Oak View Group LLC CO$176.1M · 0.38%
Ssr Mining Inc. CO$120.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840421951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.