Plan Ledger DOL Form 5500 · updated monthly

Davis Partnership, P.C.401(k)

DAVIS PARTNERSHIP, P.C. 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Davis Partnership, P.C. reported $96,149 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,100 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 3 years on file its reported administrative ratio has held roughly steady near 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 436th-largest of 1,461 plans among Colorado employers on file, and the 4,844th of 11,654 in professional & technical services. In 2024, employees put in $4.18 for every $1.00 the employer contributed; active participation has shrunk from 183 to 152 since 2022.

Plan summary
Net assets, end of year$24,378,945
Participants with balances191
Active participants152
Employer contributions$319,183
Employee contributions$1,333,025
Employer contribution per active participant$2,100
Average account balance$127,638
Benefits paid to participants$1,612,949
Plan auditUnmodified (clean) audit opinion
AuditorMARTILLARO RAUB AND ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$24.4M · 191 accts · $319K emplr
2023$21.6M · 230 accts · $350K emplr
2022$18.6M · 223 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,679
Investment management$46,470
Total administrative$96,149
The Davis Partnership, P.C. 401(k) match · 2024
Employer contribution per active participant$2,100
Median for plans this size$2,416
2024$2,100 per active participant
2023$1,921 per active participant

Davis Partnership, P.C.'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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,290
WILSHIRE ASSOCIATES, INC. · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$96,149 · 0.42%
2023$102,841 · 0.51%
2022$82,369 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Colorado
Flatirons Solutions, Inc. CO$25.6M · 0.15%
Contexture LLC CO$25.5M · 0.22%
Equus Software LLC CO$25.2M · 0.23%
Nexus Technologies, LLC CO$24.4M · 0.44%
Ctl/Thompson, Inc. CO$24.0M · 0.74%
Red Canary Inc. CO$23.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840633105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.