Plan Ledger DOL Form 5500 · updated monthly

Otten, Johnson, Robinson, Neff & Ragonetti, P.C.401(k)

THE OTTEN, JOHNSON, ROBINSON, NEFF & RAGONETTI, P.C. RETIREMENT SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Otten, Johnson, Robinson, Neff & Ragonetti, P.C. reported $42,197 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $23,070 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 224th-largest of 1,461 plans among Colorado employers on file, and the 2,547th of 11,654 in professional & technical services. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$55,592,160
Participants with balances122
Active participants86
Employer contributions$1,984,049
Employee contributions$1,501,132
Employer contribution per active participant$23,070
Average account balance$455,673
Benefits paid to participants$4,369,778
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,197
Total administrative$42,197
The Otten, Johnson, Robinson, Neff & Ragonetti, P.C. 401(k) match · 2024
Employer contribution per active participant$23,070
Median for plans this size$3,635

Otten, Johnson, Robinson, Neff & Ragonetti, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$41,265
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 history1
2024$42,197 · 0.08%
Similar plansProfessional & Technical Services · Colorado
PAX8, Inc. CO$63.0M · 0.29%
Lerch Bates Inc. CO$61.0M · 0.13%
M-E Engineers, Inc CO$56.9M · 0.20%
Mercury Healthcare, Inc. CO$55.6M · 0.23%
Rocky Mountain Institute CO$55.4M · 0.40%
Apogee Engineering LLC CO$49.3M · 0.05%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 841046684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.