Plan Ledger DOL Form 5500 · updated monthly

Hero Dvo LLC401(k)

HERO DVO LLC 401(K) PROFIT SHARING PLAN AND TRUST · COLORADO SPRINGS, CO · plan year 2025

Reported admin expense ratio · 2025
0.80%

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

Hero Dvo LLC reported $134,977 in plan administrative expenses for 2025: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2 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 3 years on file its reported administrative ratio rose from 0.48% to 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 539th-largest of 1,461 plans among Colorado employers on file, and the 3,787th of 11,911 in health care & social assistance. In 2025, employees put in $2547.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,327,351
Participants with balances1,042
Active participants913
Employer contributions$1,444
Employee contributions$3,678,158
Employer contribution per active participant$2
Average account balance$18,548
Benefits paid to participants$1,535,168
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$19.3M · 1,042 accts · $1K emplr
2024$14.4M · 1,067 accts · $496 emplr
2023$12.2M · 1,424 accts · $190K emplr
2022$9.2M · 1,082 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$99,332
Investment management$35,645
Total administrative$134,977
The Hero Dvo LLC 401(k) match · 2025
Employer contribution per active participant$2
Median for plans this size$2,666
2025$2 per active participant
2024$0 per active participant
2023$206 per active participant

Hero Dvo LLC's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$99,332
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$35,645

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

Administrative cost history4
2025$134,977 · 0.80%
2024$139,280 · 1.05%
2023$25,626 · 0.24%
2022$46,505 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Transcarent, Inc. CO$18.6M · 0.10%
Nurse-Family Partnership CO$18.4M · 0.71%
Summitstone Health Partners CO$18.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472855247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.