Plan Ledger DOL Form 5500 · updated monthly

Hall & Evans, LLC401(k)

HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Hall & Evans, LLC reported $73,291 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $5,774 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 0.02% to 0.17%. 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 268th-largest of 1,461 plans among Colorado employers on file, and the 2,980th of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 199 to 223 since 2022.

Plan summary
Net assets, end of year$45,314,397
Participants with balances291
Active participants223
Employer contributions$1,287,515
Employee contributions$1,750,155
Employer contribution per active participant$5,774
Average account balance$155,720
Benefits paid to participants$3,944,885
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.3M · 291 accts · $1.3M emplr
2023$40.8M · 297 accts · $1.2M emplr
2022$35.7M · 264 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,167
Investment management$65,124
Total administrative$73,291
The Hall & Evans, LLC 401(k) match · 2024
Employer contribution per active participant$5,774
Median for plans this size$2,416
2024$5,774 per active participant
2023$5,100 per active participant
2022$5,155 per active participant

Hall & Evans, 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 · 20246
HALBERT HARGROVE GLOBAL ADVISO · Investment advisory (plan)$35,623
INNOVEST PORTFOLIO SOLUTIONS LLC · Investment advisory (plan)$12,241
SCHAEFER FINANCIAL MANAGEMENT · Investment advisory (plan)$10,703
JPMORGAN INVEST HOLDINGS LLC$8,167
PRIVATE CAPITAL MANAGEMENT LLC · Investment advisory (plan)$6,126
CHARLES SCHWAB & CO., INC. · Securities brokerage$440

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$73,291 · 0.17%
2023$58,054 · 0.15%
2022$6,795 · 0.02%
Same employer
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Rocky Mountain Institute CO$55.4M · 0.40%
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Clovis Oncology, Inc. CO$47.2M · 0.15%
Onepoint Hro, LLC CO$44.9M · 0.65%
Boecore, LLC CO$44.6M · 0.58%
Integral Consulting Inc. CO$43.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841225924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.