Plan Ledger DOL Form 5500 · updated monthly

Perennial Services Holdco, LLC401(k)

PERENNIAL RETIREMENT PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Perennial Services Holdco, LLC reported $158,084 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,193 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 454th-largest of 1,461 plans among Colorado employers on file, and the 542nd of 2,534 in administrative & support services. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,161,737
Participants with balances484
Active participants1,017
Employer contributions$1,213,371
Employee contributions$1,805,476
Employer contribution per active participant$1,193
Average account balance$47,855
Benefits paid to participants$5,401,700
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUECKA, PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,067
Investment management$87,017
Total administrative$158,084
The Perennial Services Holdco, LLC 401(k) match · 2024
Employer contribution per active participant$1,193
Median for plans this size$2,416

Perennial Services Holdco, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$87,017
ADP, INC. · Loan processing · Recordkeeping$71,066

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

Administrative cost history1
2024$158,084 · 0.92%
Same employer
Similar plansAdministrative & Support Services · Colorado
Western Disposal, Inc. CO$30.5M · 0.04%
Velocity Global USA LLC CO$26.2M · 1.83%
Velocity Global, LLC CO$25.9M · 0.33%
23, LTD. CO$22.6M · 0.00%
Lutra, LLC CO$17.2M · 0.03%
Partners Peo, LLC CO$16.9M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884040386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.