Plan Ledger DOL Form 5500 · updated monthly

Rocky Vista University, LLC401(k)

ROCKY VISTA UNIVERSITY, LLC 401(K) RETIREMENT PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Rocky Vista University, LLC reported $132,052 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,985 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 0.35% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 413th-largest of 1,461 plans among Colorado employers on file, and the 1,397th of 3,091 in educational services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 319 to 473 since 2022.

Plan summary
Net assets, end of year$26,110,868
Participants with balances382
Active participants473
Employer contributions$1,884,937
Employee contributions$2,720,529
Employer contribution per active participant$3,985
Average account balance$68,353
Benefits paid to participants$3,543,263
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 382 accts · $1.9M emplr
2023$22.1M · 355 accts · $1.6M emplr
2022$17.4M · 295 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,389
Investment management$114,663
Total administrative$132,052
The Rocky Vista University, LLC 401(k) match · 2024
Employer contribution per active participant$3,985
Median for plans this size$2,416
2024$3,985 per active participant
2023$3,790 per active participant
2022$4,077 per active participant

Rocky Vista University, LLC's 2024 employer contribution ran above the $2,416 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 · 20245
UNITED OF OMAHA · Recordkeeping · Loan processing$4,664
STADION MONEY MANAGEMENT · Investment advisory (participants)$60,928
CAPITAL ASSET MANAGEMENT LLC · Investment advisory (plan)$41,827
ASCENSUS LLC · Loan processing · Securities brokerage$12,725
EXPAND FINANCIAL · Investment advisory (plan)$11,907

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

Recordkeeper by year2
2024Mutual of Omaha
2023Mutual of Omaha

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Administrative cost history3
2024$132,052 · 0.55%
2023$68,602 · 0.35%
2022$67,502 · 0.35%
Same employer
Similar plansEducational Services · Colorado
Graland Country Day School CO$45.3M · 0.01%
Golftec Management LLC CO$29.8M · 0.68%
Denver Academy, Inc. CO$23.0M · 0.07%
Iliff School of Theology CO$22.7M · 0.01%
Naropa University CO$18.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204761077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.