Plan Ledger DOL Form 5500 · updated monthly

Outreach Inc401(k)

OUTREACH, INC. 401(K) RETIREMENT PLAN · COLORADO SPRINGS, CO · plan year 2025

Reported admin expense ratio · 2025
1.02%

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

Outreach Inc reported $60,220 in plan administrative expenses for 2025: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,671 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 3 years on file its reported administrative ratio fell from 1.09% to 1.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (970th of 1,461), and 2,112th of 3,341 in other services. In 2025, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 98 to 108 since 2022.

Plan summary
Net assets, end of year$6,252,443
Participants with balances146
Active participants108
Employer contributions$180,485
Employee contributions$410,003
Employer contribution per active participant$1,671
Average account balance$42,825
Benefits paid to participants$771,682
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$6.3M · 146 accts · $180K emplr
2024$5.5M · 145 accts · $137K emplr
2023$4.7M · 145 accts · $129K emplr
2022$3.9M · 139 accts · $125K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$60,220
Total administrative$60,220
The Outreach Inc 401(k) match · 2025
Employer contribution per active participant$1,671
Median for plans this size$1,464
2025$1,671 per active participant
2024$1,295 per active participant
2023$1,285 per active participant
2022$1,276 per active participant

Outreach Inc's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$42,624
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$17,596

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history4
2025$60,220 · 1.02%
2024$51,663 · 1.01%
2023$45,981 · 1.06%
2022$46,228 · 1.09%
Same employer
Similar plansOther Services · Colorado
John Bowman, Inc. CO$11.2M · 0.67%
The Parlour Inc. CO$7.2M · 0.89%
Mader Corporation CO$6.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330863910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.