Plan Ledger DOL Form 5500 · updated monthly

Developmental Disabilities Resource Center401(k)

DEVELOPMENTAL DISABILITIES RESOURCE CENTER, INC. 401(K) RETIREMENT PLAN · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Developmental Disabilities Resource Center reported $14,667 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,410 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 0.21% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 434th-largest of 1,461 plans among Colorado employers on file, and the 3,203rd of 11,911 in health care & social assistance. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has shrunk from 279 to 243 since 2022.

Plan summary
Net assets, end of year$24,544,712
Participants with balances289
Active participants243
Employer contributions$342,704
Employee contributions$798,399
Employer contribution per active participant$1,410
Average account balance$84,930
Benefits paid to participants$2,015,353
Plan auditUnmodified (clean) audit opinion
AuditorLOGAN, THOMAS AND JOHNSON LLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 289 accts · $343K emplr
2023$22.3M · 303 accts · $353K emplr
2022$20.7M · 341 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,667
Total administrative$14,667
The Developmental Disabilities Resource Center 401(k) match · 2024
Employer contribution per active participant$1,410
Median for plans this size$2,416
2024$1,410 per active participant
2023$1,235 per active participant
2022$1,215 per active participant

Developmental Disabilities Resource Center'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
JULY BUSINESS SERVICES LLC · Claims processing · Recordkeeping$14,667
WELLS FARGO ADVISORS, LLC · Pension consulting · Investment advisory (plan)indirect comp
MATRIX FINANCIAL SOLUTIONS, INC. · Custodial · Trusteeindirect 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
2024July Business Services
2023DIGITAL RETIREMENT SOLUTIONS, INC.

This plan has changed recordkeepers within these filings. If you left Developmental Disabilities Resource Center before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,667 · 0.06%
2023$36,456 · 0.17%
2022$49,932 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Colorado

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Source: U.S. Department of Labor, Form 5500 series, EIN 846035455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.