Plan Ledger DOL Form 5500 · updated monthly

Hugo Enterprises LLC401(k)

HUGO ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST · LITTLETON, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Hugo Enterprises LLC reported $21,094 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $2,335 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 0.35% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Colorado (914th of 1,461), and 611th of 786 in management of companies. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 135 to 158 since 2022.

Plan summary
Net assets, end of year$7,254,953
Participants with balances181
Active participants158
Employer contributions$368,889
Employee contributions$717,347
Employer contribution per active participant$2,335
Average account balance$40,083
Benefits paid to participants$570,759
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 181 accts · $369K emplr
2023$5.8M · 252 accts · $93K emplr
2022$4.2M · 212 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,234
Trustee / custodial$860
Total administrative$21,094
The Hugo Enterprises LLC 401(k) match · 2024
Employer contribution per active participant$2,335
Median for plans this size$1,313
2024$2,335 per active participant
2023$730 per active participant
2022$567 per active participant

Hugo Enterprises LLC's 2024 employer contribution ran above the $1,313 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 · 20241
PAYCHEX, INC. · Recordkeeping$20,331

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,094 · 0.32%
2023$15,289 · 0.31%
2022$15,206 · 0.35%
Same employer
Similar plansManagement of Companies · Colorado
Bushwood Holdings, Inc. CO$10.9M · 0.45%
Huwa Enterprises, LLC CO$8.4M · 1.22%
Bellrock Brands Inc CO$1.2M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203705740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.