Plan Ledger DOL Form 5500 · updated monthly

Equus Software LLC401(k)

EQUUS SOFTWARE LLC 401(K) PROFIT SHARING PLAN & TRUST · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Equus Software LLC reported $52,349 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $5,268 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 0.24% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 424th-largest of 1,461 plans among Colorado employers on file, and the 4,727th of 11,654 in professional & technical services. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has shrunk from 123 to 100 since 2022.

Plan summary
Net assets, end of year$25,178,018
Participants with balances175
Active participants100
Employer contributions$526,823
Employee contributions$1,213,657
Employer contribution per active participant$5,268
Average account balance$143,874
Benefits paid to participants$1,427,722
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 175 accts · $527K emplr
2023$20.8M · 170 accts · $525K emplr
2022$16.8M · 168 accts · $626K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,279
Investment management$50,070
Total administrative$52,349
The Equus Software LLC 401(k) match · 2024
Employer contribution per active participant$5,268
Median for plans this size$2,416
2024$5,268 per active participant
2023$4,769 per active participant
2022$5,088 per active participant

Equus Software LLC's 2024 employer contribution ran above the $2,416 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$2,279
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$50,070

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$52,349 · 0.23%
2023$42,742 · 0.23%
2022$42,234 · 0.24%
Similar plansProfessional & Technical Services · Colorado
Quantum Metric Inc CO$26.7M · 0.46%
Nagrastar, LLC CO$26.6M · 0.15%
Flatirons Solutions, Inc. CO$25.6M · 0.15%
Contexture LLC CO$25.5M · 0.22%
Davis Partnership, P.C. CO$24.4M · 0.42%
Nexus Technologies, LLC CO$24.4M · 0.44%
Ctl/Thompson, Inc. CO$24.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841499245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.