Plan Ledger DOL Form 5500 · updated monthly

East West Resorts Employee Company, LLC401(k)

EAST WEST RESORTS, LLC SAVINGS AND RETIREMENT PLAN · AVON, CO · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

East West Resorts Employee Company, LLC reported $210,422 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $718 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 0.56% to 0.53%. 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 273rd-largest of 1,461 plans among Colorado employers on file, and the 323rd of 2,096 in real estate & leasing. In 2024, employees put in $5.02 for every $1.00 the employer contributed; active participation has grown from 1,110 to 1,439 since 2022.

Plan summary
Net assets, end of year$43,701,425
Participants with balances2,109
Active participants1,439
Employer contributions$1,033,306
Employee contributions$5,183,268
Employer contribution per active participant$718
Average account balance$20,721
Benefits paid to participants$4,018,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.7M · 2,109 accts · $1.0M emplr
2023$35.9M · 1,791 accts · $1.0M emplr
2022$27.8M · 1,680 accts · $787K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$149,600
Investment management$60,822
Total administrative$210,422
The East West Resorts Employee Company, LLC 401(k) match · 2024
Employer contribution per active participant$718
Median for plans this size$2,416
2024$718 per active participant
2023$811 per active participant
2022$709 per active participant

East West Resorts Employee Company, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$149,600
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$50,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,822

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$210,422 · 0.53%
2023$175,463 · 0.55%
2022$172,153 · 0.56%
Similar plansReal Estate & Leasing · Colorado
Mercy Housing, Inc. CO$96.4M · 0.31%
Re/Max, LLC CO$76.4M · 0.19%
Simpson Housing Lllp CO$72.7M · 0.18%
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%
East West Partners, LLC CO$27.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201942537 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.