Plan Ledger DOL Form 5500 · updated monthly

PAX8, Inc.401(k)

PAX8 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

PAX8, Inc. reported $162,129 in plan administrative expenses for 2025: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,136 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 rose from 0.19% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 197th-largest of 1,461 plans among Colorado employers on file, and the 2,259th of 11,654 in professional & technical services. In 2025, employees put in $4.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,959,256
Participants with balances1,264
Active participants1,026
Employer contributions$2,191,796
Employee contributions$9,088,780
Employer contribution per active participant$2,136
Average account balance$49,810
Benefits paid to participants$4,986,210
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$63.0M · 1,264 accts · $2.2M emplr
2024$47.0M · 1,302 accts · $2.0M emplr
2023$32.2M · 1,226 accts · $1.9M emplr
2022$18.4M · 1,081 accts · $1.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$162,129
Total administrative$162,129
The PAX8, Inc. 401(k) match · 2025
Employer contribution per active participant$2,136
Median for plans this size$4,093
2025$2,136 per active participant
2024$1,964 per active participant
2023$1,796 per active participant
2022$1,632 per active participant

PAX8, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ALPHA CAPITAL MANAGEMENT GROUP LLCindirect comp

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

Administrative cost history4
2025$162,129 · 0.29%
2024$128,727 · 0.33%
2023$50,820 · 0.20%
2022$30,530 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Colorado
National Cinemedia, LLC CO$68.4M · 0.18%
P2ES Holdings, LLC CO$68.1M · 0.08%
Ibotta, Inc. CO$64.9M · 0.23%
Lerch Bates Inc. CO$61.0M · 0.13%
M-E Engineers, Inc CO$56.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900781532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.