Plan Ledger DOL Form 5500 · updated monthly

E Source Companies, LLC401(k)

E SOURCE 401(K) PLAN · BOULDER, CO · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

E Source Companies, LLC reported $95,271 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,023 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 fell from 0.43% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 354th-largest of 1,461 plans among Colorado employers on file, and the 3,917th of 11,654 in professional & technical services. In 2025, employees put in $2.84 for every $1.00 the employer contributed; active participation has grown from 233 to 434 since 2022.

Plan summary
Net assets, end of year$32,424,285
Participants with balances418
Active participants434
Employer contributions$1,311,927
Employee contributions$3,731,084
Employer contribution per active participant$3,023
Average account balance$77,570
Benefits paid to participants$4,829,442
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$32.4M · 418 accts · $1.3M emplr
2024$25.0M · 377 accts · $1.2M emplr
2023$19.1M · 340 accts · $791K emplr
2022$15.2M · 268 accts · $683K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$95,271
Total administrative$95,271
The E Source Companies, LLC 401(k) match · 2025
Employer contribution per active participant$3,023
Median for plans this size$2,666
2025$3,023 per active participant
2024$3,936 per active participant
2023$2,692 per active participant
2022$2,933 per active participant

E Source Companies, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$95,271
TOWERS WATSON INVESTMENT SERVICES, · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$95,271 · 0.33%
2024$91,452 · 0.41%
2023$61,682 · 0.36%
2022$56,387 · 0.43%
Same employer
Similar plansProfessional & Technical Services · Colorado
Galloway & Company, Inc. CO$34.4M · 0.60%
Voyager Space Force, LLC CO$34.2M · 0.45%
Peaksware Holdings LLC CO$32.5M · 0.63%
McAconnect, LLC CO$32.1M · 0.34%
Dnpr Services, LLC CO$31.2M · 0.02%
Jumpcloud, Inc. CO$31.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204402870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.