Plan Ledger DOL Form 5500 · updated monthly

Red Rocks Capital Holdings, LLC401(k)

RED ROCKS CAPITAL HOLDINGS, LLC 401(K) PLAN · THORNTON, CO · plan year 2022

Reported admin expense ratio · 2022
1.96%

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

Red Rocks Capital Holdings, LLC reported $19,476 in plan administrative expenses for 2022: 1.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $548 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Colorado (1,360th of 1,461), and 4,722nd of 4,798 in finance & insurance. In 2022, employees put in $3.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,023,291
Participants with balances71
Active participants145
Employer contributions$79,394
Employee contributions$276,939
Employer contribution per active participant$548
Average account balance$14,413
Benefits paid to participants$109,575
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,476
Total administrative$19,476
The Red Rocks Capital Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$548
Median for plans this size$331

Red Rocks Capital Holdings, LLC's 2022 employer contribution ran above the $331 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,476 · 1.96%
Similar plansFinance & Insurance · Colorado
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Eberl Claims Service, LLC CO$2.7M · 0.34%
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Continental Credit CO$790K · 1.19%
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Source: U.S. Department of Labor, Form 5500 series, EIN 831554516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.