Plan Ledger DOL Form 5500 · updated monthly

Princeton Holdings, LLC401(k)

PRINCETON HOLDINGS 401K PLAN · NATHROP, CO · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Princeton Holdings, LLC reported $1,510 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,003 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 0.030% to 0.027%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (983rd of 1,461), and the 787th of 2,240 in accommodation & food services. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 99 to 119 since 2022.

Plan summary
Net assets, end of year$6,129,384
Participants with balances221
Active participants119
Employer contributions$476,300
Employee contributions$484,816
Employer contribution per active participant$4,003
Average account balance$27,735
Benefits paid to participants$205,979
Plan auditUnmodified (clean) audit opinion
AuditorBIGGS, KOFFORD, & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 221 accts · $476K emplr
2023$4.9M · 191 accts · $507K emplr
2022$3.7M · 149 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,510
Total administrative$1,510
The Princeton Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$4,003
Median for plans this size$1,313
2024$4,003 per active participant
2023$4,089 per active participant
2022$4,564 per active participant

Princeton Holdings, LLC'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 · 20242
ADP, INC. · Loan processing · Recordkeeping$1,510
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$1,510 · 0.03%
2023$1,385 · 0.03%
2022$1,050 · 0.03%
Similar plansAccommodation & Food Services · Colorado
Sonnenalp Properties Inc. CO$10.3M · 0.02%
Resort Group, LLC CO$6.6M · 0.92%
Drg Employer LLC CO$4.8M · 1.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161712950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.