Plan Ledger DOL Form 5500 · updated monthly

Engrain, Inc.401(k)

ENGRAIN 401(K) PLAN · GREENWOOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Engrain, Inc. reported $31,190 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,480 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 0.83% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Colorado (1,024th of 1,461), and 1,459th of 2,096 in real estate & leasing. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,462,049
Participants with balances143
Active participants148
Employer contributions$367,052
Employee contributions$695,963
Employer contribution per active participant$2,480
Average account balance$38,196
Benefits paid to participants$213,607
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 143 accts · $367K emplr
2023$3.5M · 132 accts · $336K emplr
2022$2.2M · 129 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,576
Investment management$24,349
Total administrative$31,190
The Engrain, Inc. 401(k) match · 2024
Employer contribution per active participant$2,480
Median for plans this size$1,313
2024$2,480 per active participant
2023$2,383 per active participant
2022$1,802 per active participant

Engrain, Inc.'s 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,314
EDWARD D. JONES & CO · Investment advisory (participants)$23,364
WILSHIRE ASSOCIATES INC(USA) · Investment advisory (participants)$935

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$31,190 · 0.70%
2023$26,089 · 0.92%
2022$17,855 · 0.83%
Same employer
Similar plansReal Estate & Leasing · Colorado
A360, Inc. CO$7.8M · 0.54%
M Shared Services, LLC CO$7.2M · 0.58%
Ca Senior Management, LLC CO$4.9M · 0.60%
Monroe Group, LTD. CO$4.6M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810873910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.