Plan Ledger DOL Form 5500 · updated monthly

Donor Alliance, Inc.401(k)

DONOR ALLIANCE, INC. , 401K PLAN AND TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Donor Alliance, Inc. reported $9,705 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,268 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 343rd-largest of 1,461 plans among Colorado employers on file, and the 639th of 3,341 in other services. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has grown from 174 to 208 since 2022.

Plan summary
Net assets, end of year$33,960,239
Participants with balances319
Active participants208
Employer contributions$1,719,674
Employee contributions$1,556,270
Employer contribution per active participant$8,268
Average account balance$106,458
Benefits paid to participants$1,765,948
Plan auditUnmodified (clean) audit opinion
AuditorKUNDINGER, CORDER & MONTOYA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$34.0M · 319 accts · $1.7M emplr
2023$28.2M · 289 accts · $1.6M emplr
2022$21.9M · 256 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,800
Investment management$6,155
Total administrative$9,705
The Donor Alliance, Inc. 401(k) match · 2024
Employer contribution per active participant$8,268
Median for plans this size$2,416
2024$8,268 per active participant
2023$8,148 per active participant
2022$7,611 per active participant

Donor Alliance, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,104
KESTRA ADVISORY SERVICESindirect comp
TYCOR BENEFIT ADMINISTRATORS, INC. · Other servicesindirect comp

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$9,705 · 0.03%
2023$8,068 · 0.03%
2022$8,308 · 0.04%
Same employer
Similar plansOther Services · Colorado
Management Solutions, Inc. CO$44.3M · 0.81%
Junior Achievement USA CO$43.0M · 0.76%
Mgma-Acmpe CO$35.2M · 0.29%
Salud Family Health, Inc. CO$33.7M · 0.27%
USA Hockey, Inc. CO$28.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841003771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.