Plan Ledger DOL Form 5500 · updated monthly

Denver Academy, Inc.403(b)

DENVER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Denver Academy, Inc. reported $14,346 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,207 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 rose from 0.01% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 456th-largest of 1,461 plans among Colorado employers on file, and the 1,484th of 3,091 in educational services. In 2024, employees put in $1.47 for every $1.00 the employer contributed; active participation has shrunk from 161 to 115 since 2022.

Plan summary
Net assets, end of year$23,042,147
Participants with balances228
Active participants115
Employer contributions$368,818
Employee contributions$542,110
Employer contribution per active participant$3,207
Average account balance$101,062
Benefits paid to participants$707,268
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 228 accts · $369K emplr
2023$20.3M · 219 accts · $346K emplr
2022$17.4M · 210 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,346
Total administrative$14,346
Employer contributions to the Denver Academy, Inc. plan · 2024
Employer contribution per active participant$3,207
Median for plans this size$2,416
2024$3,207 per active participant
2023$2,931 per active participant
2022$1,995 per active participant

Denver Academy, Inc.'s 2024 employer contribution ran above 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 · 20241
TIAA$14,346

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$14,346 · 0.07%
2023$11,182 · 0.06%
2022$2,356 · 0.01%
Similar plansEducational Services · Colorado
Graland Country Day School CO$45.3M · 0.01%
Golftec Management LLC CO$29.8M · 0.68%
Rocky Vista University, LLC CO$26.1M · 0.55%
Iliff School of Theology CO$22.7M · 0.01%
Naropa University CO$18.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840678685 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.