Plan Ledger DOL Form 5500 · updated monthly

Ksl Advisors, LLC401(k)

KSL ADVISORS, LLC 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Ksl Advisors, LLC reported $38,690 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $7,400 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 0.30% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 508th-largest of 1,461 plans among Colorado employers on file, and 3,007th of 4,798 in finance & insurance. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,571,131
Participants with balances127
Active participants112
Employer contributions$828,814
Employee contributions$2,088,267
Employer contribution per active participant$7,400
Average account balance$161,977
Benefits paid to participants$615,560
Plan auditUnmodified (clean) audit opinion
AuditorFARMER, FUQUA & HUFF, PC
Plan history2
Yearassets · accounts · employer contribution
2024$20.6M · 127 accts · $829K emplr
2022$11.3M · 85 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,690
Total administrative$38,690
The Ksl Advisors, LLC 401(k) match · 2024
Employer contribution per active participant$7,400
Median for plans this size$2,416

Ksl Advisors, 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$17,811
ALERUS FINANCIAL NA · Contract administrator$600

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

Administrative cost history2
2024$38,690 · 0.22%
2022$35,836 · 0.30%
Same employer
Similar plansFinance & Insurance · Colorado
Amg National Corp CO$33.1M · 0.01%
Delta Dental of Colorado CO$29.3M · 0.28%
Cqg, Inc. CO$21.6M · 0.10%
Et Investments, LLC CO$18.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203270347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.