Plan Ledger DOL Form 5500 · updated monthly

Messner Reeves LLP401(k)

MESSNER REEVES LLP RETIREMENT SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Messner Reeves LLP reported $111,892 in plan administrative expenses for 2024: 0.77% of average plan assets, higher than ~90% of peers. Employer contributions averaged $786 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 0.37% to 0.77%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 633rd-largest of 1,461 plans among Colorado employers on file, and 6,452nd of 11,654 in professional & technical services. In 2024, employees put in $8.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,517,368
Participants with balances219
Active participants236
Employer contributions$185,401
Employee contributions$1,569,840
Employer contribution per active participant$786
Average account balance$70,856
Benefits paid to participants$1,265,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 219 accts · $185K emplr
2023$13.7M · 206 accts · $173K emplr
2022$10.7M · 296 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,584
Investment management$60,308
Total administrative$111,892
The Messner Reeves LLP 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$2,416
2024$786 per active participant
2023$662 per active participant
2022$520 per active participant

Messner Reeves LLP's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
BDO USA, LLP · Contract administrator · Investment advisory (plan)$40,786
WORLD INVESTMENT ADVISORS, LLC · Investment advisory (plan)$35,668
CREATIVE RETIREMENT PLAN CONSULTING · Contract administrator · Other services$18,716
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$16,721

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$111,892 · 0.77%
2023$83,831 · 0.69%
2022$42,637 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Colorado
Solid Power Operating, Inc. CO$16.1M · 0.50%
Thirdera, LLC CO$15.9M · 0.34%
Crusoe Energy Systems Inc CO$15.5M · 0.33%
Sovrn Holdings, Inc. CO$15.4M · 0.57%
Fentress Architects CO$15.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841303139 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.