Plan Ledger DOL Form 5500 · updated monthly

Odell Brewing Company401(k)

ODELL BREWING COMPANY 401(K) PLAN · FT. COLLINS, CO · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Odell Brewing Company reported $73,318 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,578 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 0.42% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 504th-largest of 1,461 plans among Colorado employers on file, and the 5,798th of 13,661 in manufacturing. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has shrunk from 175 to 139 since 2022.

Plan summary
Net assets, end of year$20,699,968
Participants with balances204
Active participants139
Employer contributions$358,329
Employee contributions$790,534
Employer contribution per active participant$2,578
Average account balance$101,470
Benefits paid to participants$3,399,760
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 204 accts · $358K emplr
2023$20.0M · 200 accts · $398K emplr
2022$16.5M · 215 accts · $481K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,547
Investment management$32,771
Total administrative$73,318
The Odell Brewing Company 401(k) match · 2024
Employer contribution per active participant$2,578
Median for plans this size$2,416
2024$2,578 per active participant
2023$2,554 per active participant
2022$2,750 per active participant

Odell Brewing Company'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,547
FIRST WESTERN TRUST · Investment advisory (plan)$24,599
FIRST WESTERN TRUST · Investment advisory (plan)$8,175
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$73,318 · 0.36%
2023$65,561 · 0.36%
2022$79,539 · 0.42%
All plans at this employer2
ODELL BREWING COMPANY 401(K) PLAN401(k)
ODELL BREWING COMPANY CO-WORKER STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Colorado
Wright & McGill Company CO$24.1M · 0.42%
Honeybee Robotics LLC CO$24.1M · 0.10%
Quantinuum LLC CO$21.9M · 0.33%
Boa Technology Inc. CO$21.2M · 0.03%
In-Situ Inc CO$20.2M · 0.05%
Spectralink Corporation CO$19.6M · 0.16%
Bestop, Inc. CO$19.4M · 0.29%
Trustile Doors, LLC CO$18.5M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841115018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.