Plan Ledger DOL Form 5500 · updated monthly

Efolder, Inc.401(k)

AXCIENT 401(K) AND PROFIT SHARING PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.50%

Efolder, Inc. reported $34,201 in plan administrative expenses for 2023: 0.50% of average plan assets, below the peer median. 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 rose from 0.58% to 1.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (892nd of 1,461), and 8,777th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,720,032
Participants with balances181
Active participants136
Employer contributions—
Employee contributions$1,000,103
Employer contribution per active participant—
Average account balance$42,652
Benefits paid to participants$550,680
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON &CARUCCI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 44 accts
2023$7.7M · 181 accts
2022$6.1M · 195 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Recordkeeping · Loan processing$17,591
MML INVESTORS SERVICES LLC · Recordkeeping · Trustee$16,600

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

Recordkeeper by year2
2024ADP, MML INVESTORS SERVICES LLC
2023ADP, MML INVESTORS SERVICES LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,584 · 1.10%
2023$34,201 · 0.50%
2022$36,372 · 0.58%
Same employer
Similar plansProfessional & Technical Services · Colorado
Adcellerant, LLC CO$7.9M · 0.09%
Orthofi, Inc. CO$7.9M · 0.17%
Booyah Advertising, Inc. CO$7.9M · 0.05%
Egg Strategy, Inc. CO$7.2M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470897323 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.