Plan Ledger DOL Form 5500 · updated monthly

Pantheryx, Inc.401(k)

PANTHERYX, INC. RETIREMENT SAVINGS PLAN · BOULDER, CO · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Pantheryx, Inc. reported $16,354 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $7,768 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 0.47% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,140th of 1,461), and 8,662nd of 11,911 in health care & social assistance. In 2023, employees put in $1.37 for every $1.00 the employer contributed; active participation has shrunk from 112 to 33 since 2022.

Plan summary
Net assets, end of year$3,838,730
Participants with balances105
Active participants33
Employer contributions$256,352
Employee contributions$352,292
Employer contribution per active participant$7,768
Average account balance$36,559
Benefits paid to participants$703,766
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ + COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 89 accts · $67K emplr
2023$3.8M · 105 accts · $256K emplr
2022$3.3M · 116 accts · $300K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,925
Investment management$13,429
Total administrative$16,354
The Pantheryx, Inc. 401(k) match · 2023
Employer contribution per active participant$7,768
Median for plans this size$1,308
2024$8,358 per active participant
2023$7,768 per active participant
2022$2,682 per active participant

Pantheryx, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS LLC · Loan processing · Recordkeeping$2,925
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$13,429

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$21,587 · 0.63%
2023$16,354 · 0.46%
2022$16,883 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Matthews-Vu Medical Group CO$4.0M · 0.04%
Ariel Clinical Services CO$3.8M · 0.52%
Acf Enterprises, LLC CO$3.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208242832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.