Plan Ledger DOL Form 5500 · updated monthly

Passiohr, Inc.401(k)

PASSIOHR, INC. RETIREMENT SAVINGS PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
1.07%

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

Passiohr, Inc. reported $103,115 in plan administrative expenses for 2024: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,870 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 0.97% to 1.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (753rd of 1,461), and 7,747th of 11,654 in professional & technical services. In 2024, employees put in $1.56 for every $1.00 the employer contributed; active participation has grown from 167 to 190 since 2022.

Plan summary
Net assets, end of year$10,818,958
Participants with balances198
Active participants190
Employer contributions$735,369
Employee contributions$1,144,777
Employer contribution per active participant$3,870
Average account balance$54,641
Benefits paid to participants$840,627
Plan auditUnmodified (clean) audit opinion
AuditorSSA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 198 accts · $735K emplr
2023$8.4M · 172 accts · $740K emplr
2022$6.8M · 162 accts · $598K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,180
Investment management$19,935
Total administrative$103,115
The Passiohr, Inc. 401(k) match · 2024
Employer contribution per active participant$3,870
Median for plans this size$1,313
2024$3,870 per active participant
2023$4,965 per active participant
2022$3,581 per active participant

Passiohr, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$67,803
SLAVIC MUTUAL FUND MANAGEMENT CORP · Investment management$19,935
PASSIOHR, INC. · Plan administrator$15,377

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$103,115 · 1.07%
2023$83,618 · 1.10%
2022$61,547 · 0.97%
Similar plansProfessional & Technical Services · Colorado
Denovo Solutions LLC CO$10.9M · 0.70%
Dtj Design, Inc. CO$10.9M · 0.78%
York Space Systems CO$10.8M · 0.66%
Pb Tech & Advisory LLC CO$10.8M · 0.11%
Riverside Technology, Inc. CO$10.7M · 0.49%
Crownpeak Technology, Inc. CO$10.7M · 0.04%
Defense Unicorns, Inc. CO$10.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871469874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.