Plan Ledger DOL Form 5500 · updated monthly

Resort Group, LLC401(k)

RESORT GROUP SAVINGS PLAN · STEAMBOAT SPRINGS, 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

Resort Group, LLC reported $58,760 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $633 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 has held roughly steady near 0.922%. 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 (952nd of 1,461), and the 758th of 2,240 in accommodation & food services. In 2024, employees put in $4.08 for every $1.00 the employer contributed; active participation has grown from 112 to 161 since 2022.

Plan summary
Net assets, end of year$6,561,925
Participants with balances166
Active participants161
Employer contributions$101,889
Employee contributions$416,116
Employer contribution per active participant$633
Average account balance$39,530
Benefits paid to participants$918,484
Plan auditUnmodified (clean) audit opinion
AuditorSCPA GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 166 accts · $102K emplr
2023$6.2M · 147 accts · $116K emplr
2022$5.0M · 122 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,760
Total administrative$58,760
The Resort Group, LLC 401(k) match · 2024
Employer contribution per active participant$633
Median for plans this size$1,313
2024$633 per active participant
2023$774 per active participant
2022$725 per active participant

Resort Group, LLC's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$39,476
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$19,284

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$58,760 · 0.92%
2023$47,351 · 0.85%
2022$49,583 · 0.92%
Same employer
Similar plansAccommodation & Food Services · Colorado
Tsg Ski and Golf, LLC CO$15.9M · 0.49%
Sonnenalp Properties Inc. CO$10.3M · 0.02%
Princeton Holdings, LLC CO$6.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841420748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.