Plan Ledger DOL Form 5500 · updated monthly

Lutra, LLC401(k)

LUTRA, LLC 401(K) PLAN · FORT COLLINS, 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

Lutra, LLC reported $4,404 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,150 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 0.04% 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 590th-largest of 1,461 plans among Colorado employers on file, and the 692nd of 2,534 in administrative & support services. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,225,573
Participants with balances187
Active participants163
Employer contributions$513,514
Employee contributions$1,005,357
Employer contribution per active participant$3,150
Average account balance$92,115
Benefits paid to participants$2,252,794
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 187 accts · $514K emplr
2023$15.5M · 182 accts · $537K emplr
2022$13.4M · 191 accts · $549K emplr
Administrative expenses, itemized · 2024
Investment management$6,522
Total administrative$4,404
The Lutra, LLC 401(k) match · 2024
Employer contribution per active participant$3,150
Median for plans this size$2,416
2024$3,150 per active participant
2023$3,194 per active participant
2022$3,157 per active participant

Lutra, 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,522
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$4,404 · 0.03%
2023$5,891 · 0.04%
2022$6,402 · 0.04%
Similar plansAdministrative & Support Services · Colorado
Velocity Global, LLC CO$25.9M · 0.33%
23, LTD. CO$22.6M · 0.00%
Partners Peo, LLC CO$16.9M · 1.12%
Heorot Power Holdings LLC CO$16.0M · 0.03%
Startek USA, Inc. CO$12.2M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371694783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.