Plan Ledger DOL Form 5500 · updated monthly

Et Investments, LLC401(k)

ET INVESTMENTS, LLC 401(K) PLAN · PARKER, CO · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Et Investments, LLC reported $46,925 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $205 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 0.30% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 553rd-largest of 1,461 plans among Colorado employers on file, and 3,190th of 4,798 in finance & insurance. In 2024, employees put in $22.14 for every $1.00 the employer contributed; active participation has grown from 291 to 362 since 2022.

Plan summary
Net assets, end of year$18,592,631
Participants with balances476
Active participants362
Employer contributions$74,072
Employee contributions$1,639,750
Employer contribution per active participant$205
Average account balance$39,060
Benefits paid to participants$1,460,477
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 476 accts · $74K emplr
2023$15.0M · 432 accts · $39K emplr
2022$12.6M · 467 accts · $19K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,925
Total administrative$46,925
The Et Investments, LLC 401(k) match · 2024
Employer contribution per active participant$205
Median for plans this size$2,416
2024$205 per active participant
2023$140 per active participant
2022$67 per active participant

Et Investments, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$46,924
REDHAWK WEALTH ADVISORS INC · Investment advisory (plan)indirect comp

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$46,925 · 0.28%
2023$42,166 · 0.31%
2022$42,862 · 0.30%
Same employer
Similar plansFinance & Insurance · Colorado
Cqg, Inc. CO$21.6M · 0.10%
Ksl Advisors, LLC CO$20.6M · 0.22%
Megastar Financial Corp. CO$17.0M · 0.48%
Riot Platforms, Inc. CO$14.9M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 383677456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.