Plan Ledger DOL Form 5500 · updated monthly

East West Partners, LLC401(k)

401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC · AVON, CO · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

East West Partners, LLC reported $79,872 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,135 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 0.35% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 398th-largest of 1,461 plans among Colorado employers on file, and the 500th of 2,096 in real estate & leasing. In 2024, employees put in $5.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,403,164
Participants with balances214
Active participants131
Employer contributions$279,666
Employee contributions$1,501,105
Employer contribution per active participant$2,135
Average account balance$128,052
Benefits paid to participants$1,575,649
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 214 accts · $280K emplr
2023$24.1M · 192 accts · $335K emplr
2022$19.8M · 193 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,123
Investment management$53,749
Total administrative$79,872
The East West Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,135
Median for plans this size$2,416
2024$2,135 per active participant
2023$2,522 per active participant
2022$1,629 per active participant

East West Partners, LLC'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
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$48,305
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,123
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,444

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$79,872 · 0.31%
2023$72,848 · 0.33%
2022$74,500 · 0.35%
Same employer
Similar plansReal Estate & Leasing · Colorado
Coresite, L.L.C. CO$61.6M · 0.13%
Yes Management, LLC CO$33.6M · 0.53%
The Laramar Group, LLC CO$27.6M · 0.37%
Bethesda Associates CO$20.6M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841128572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.