Plan Ledger DOL Form 5500 · updated monthly

Heorot Power Holdings LLC401(k)

HEOROT POWER 401(K) PLAN · LAFAYETTE, CO · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Heorot Power Holdings LLC reported $4,297 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,645 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 0.01% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 615th-largest of 1,461 plans among Colorado employers on file, and the 735th of 2,534 in administrative & support services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 102 to 124 since 2022.

Plan summary
Net assets, end of year$15,983,548
Participants with balances141
Active participants124
Employer contributions$451,973
Employee contributions$902,534
Employer contribution per active participant$3,645
Average account balance$113,358
Benefits paid to participants$3,733,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 141 accts · $452K emplr
2023$16.0M · 155 accts · $408K emplr
2022$15.4M · 173 accts · $519K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,297
Total administrative$4,297
The Heorot Power Holdings LLC 401(k) match · 2024
Employer contribution per active participant$3,645
Median for plans this size$2,416
2024$3,645 per active participant
2023$4,036 per active participant
2022$5,088 per active participant

Heorot Power Holdings LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
ADP, INC. · Loan processing · Recordkeeping$4,339
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$4,297 · 0.03%
2023$1,441 · 0.01%
2022$1,775 · 0.01%
Similar plansAdministrative & Support Services · Colorado
23, LTD. CO$22.6M · 0.00%
Lutra, LLC CO$17.2M · 0.03%
Partners Peo, LLC CO$16.9M · 1.12%
Startek USA, Inc. CO$12.2M · 0.50%
Staffscapes, Inc CO$10.2M · 0.89%
Bc Services, Inc. CO$10.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640958567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.