Plan Ledger DOL Form 5500 · updated monthly

Gold Point Lodging & Realty, Inc.401(k)

BRECKENRIDGE GRAND VACATIONS 401(K) PLAN · BRECKENRIDGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Gold Point Lodging & Realty, Inc. reported $28,156 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $785 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 rose from 0.10% to 0.13%. 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 457th-largest of 1,461 plans among Colorado employers on file, and the 583rd of 2,096 in real estate & leasing. In 2024, employees put in $4.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,027,373
Participants with balances358
Active participants639
Employer contributions$501,496
Employee contributions$2,054,115
Employer contribution per active participant$785
Average account balance$64,322
Benefits paid to participants$1,145,338
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 358 accts · $501K emplr
2023$19.1M · 341 accts · $438K emplr
2022$14.8M · 321 accts · $385K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,156
Total administrative$28,156
The Gold Point Lodging & Realty, Inc. 401(k) match · 2024
Employer contribution per active participant$785
Median for plans this size$2,416
2024$785 per active participant
2023$691 per active participant
2022$627 per active participant

Gold Point Lodging & Realty, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,156

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$28,156 · 0.13%
2023$35,215 · 0.21%
2022$15,517 · 0.10%
Similar plansReal Estate & Leasing · Colorado
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%
Bethesda Associates CO$20.6M · 0.17%
Redaptive, Inc. CO$19.6M · 0.22%
Nge Co. CO$18.7M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841117805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.