Plan Ledger DOL Form 5500 · updated monthly

Revgen Partners, Inc401(k)

REVGEN PARTNERS, INC 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Revgen Partners, Inc reported $63,068 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,636 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 rose from 0.57% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (780th of 1,461), and 7,917th of 11,654 in professional & technical services. In 2024, employees put in $8.02 for every $1.00 the employer contributed; active participation has shrunk from 128 to 87 since 2022.

Plan summary
Net assets, end of year$10,261,211
Participants with balances108
Active participants87
Employer contributions$142,319
Employee contributions$1,141,270
Employer contribution per active participant$1,636
Average account balance$95,011
Benefits paid to participants$1,160,656
Plan auditUnmodified (clean) audit opinion
AuditorRUBINBROWN
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 108 accts · $142K emplr
2023$8.7M · 128 accts · $206K emplr
2022$6.6M · 147 accts · $212K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,068
Total administrative$63,068
The Revgen Partners, Inc 401(k) match · 2024
Employer contribution per active participant$1,636
Median for plans this size$1,313
2024$1,636 per active participant
2023$1,856 per active participant
2022$1,658 per active participant

Revgen Partners, Inc's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$63,068
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect 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$63,068 · 0.66%
2023$44,994 · 0.59%
2022$40,121 · 0.57%
Same employer
Similar plansProfessional & Technical Services · Colorado
Ageiss Inc. CO$10.4M · 0.59%
Swimlane, Inc. CO$10.3M · 0.35%
Kumar & Associates, Inc. CO$10.1M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261735891 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.