Plan Ledger DOL Form 5500 · updated monthly

Peaksware Holdings LLC401(k)

PEAKSWARE HOLDINGS LLC 401(K) PLAN · LOUISVILLE, CO · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Peaksware Holdings LLC reported $191,197 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,596 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 fell from 0.67% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 353rd-largest of 1,461 plans among Colorado employers on file, and the 3,914th of 11,654 in professional & technical services. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,475,485
Participants with balances368
Active participants251
Employer contributions$1,153,690
Employee contributions$2,272,789
Employer contribution per active participant$4,596
Average account balance$88,249
Benefits paid to participants$3,328,136
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 368 accts · $1.2M emplr
2023$27.9M · 344 accts · $1.1M emplr
2022$21.7M · 328 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,485
Investment management$92,236
Total administrative$191,197
The Peaksware Holdings LLC 401(k) match · 2024
Employer contribution per active participant$4,596
Median for plans this size$2,416
2024$4,596 per active participant
2023$4,057 per active participant
2022$3,740 per active participant

Peaksware Holdings LLC's 2024 employer contribution ran above the $2,416 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 · 20245
LPL FINANCIAL · Investment advisory (plan)$80,399
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$53,107
EMPOWER ADVISORY GROUP, LLC · Investment management$11,837
RAYMOND JAMESindirect comp

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

Administrative cost history3
2024$191,197 · 0.63%
2023$150,864 · 0.61%
2022$159,125 · 0.67%
Same employer
Similar plansProfessional & Technical Services · Colorado
Oz Architecture, Inc. CO$34.8M · 0.20%
Galloway & Company, Inc. CO$34.4M · 0.60%
Voyager Space Force, LLC CO$34.2M · 0.45%
E Source Companies, LLC CO$32.4M · 0.33%
McAconnect, LLC CO$32.1M · 0.34%
Dnpr Services, LLC CO$31.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611750687 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.