Plan Ledger DOL Form 5500 · updated monthly

Mountain Capital Partners, LLC401(k)

MOUNTAIN CAPITAL PARTNERS 401K PLAN · DURANGO, CO · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Mountain Capital Partners, LLC reported $52,046 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $387 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 0.02% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Colorado (779th of 1,461), and 670th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $5.39 for every $1.00 the employer contributed; active participation has grown from 443 to 510 since 2022.

Plan summary
Net assets, end of year$10,266,803
Participants with balances311
Active participants510
Employer contributions$197,507
Employee contributions$1,065,286
Employer contribution per active participant$387
Average account balance$33,012
Benefits paid to participants$720,813
Plan auditUnmodified (clean) audit opinion
AuditorBAKER TILLY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 311 accts · $198K emplr
2023$8.4M · 267 accts · $146K emplr
2022$7.6M · 266 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,025
Investment management$23,084
Total administrative$52,046
The Mountain Capital Partners, LLC 401(k) match · 2024
Employer contribution per active participant$387
Median for plans this size$1,313
2024$387 per active participant
2023$321 per active participant
2022$259 per active participant

Mountain Capital Partners, LLC's 2024 employer contribution ran below the $1,313 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
MORGAN STANLEY GLOBAL BANKING$23,084
MOSS ADAMS LLP · Accounting / audit$19,925
BROWNSTEIN HYATT FARBER SCHRECK LLP$6,762

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$52,046 · 0.56%
2023$39,524 · 0.49%
2022$1,600 · 0.02%
Same employer
Similar plansArts, Entertainment & Recreation · Colorado
Movement Management, LLC CO$9.6M · 0.02%
Core Power Yoga, LLC CO$4.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811696286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.