Plan Ledger DOL Form 5500 · updated monthly

Samuel Engineering, Inc.401(k)

SAMUEL ENGINEERING, INC. 401(K) SAVINGS PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Samuel Engineering, Inc. reported $54,627 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,430 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 0.19% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 388th-largest of 1,461 plans among Colorado employers on file, and the 4,322nd of 11,654 in professional & technical services. In 2024, employees put in $3.71 for every $1.00 the employer contributed; active participation has grown from 301 to 512 since 2022.

Plan summary
Net assets, end of year$28,610,995
Participants with balances368
Active participants512
Employer contributions$731,982
Employee contributions$2,714,640
Employer contribution per active participant$1,430
Average account balance$77,747
Benefits paid to participants$2,532,762
Plan auditDisclaimer of opinion
AuditorRYAN, GUNSAULS, & O'DONNELL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 368 accts · $732K emplr
2023$24.4M · 331 accts · $567K emplr
2022$19.0M · 285 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,627
Total administrative$54,627
The Samuel Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$1,430
Median for plans this size$2,416
2024$1,430 per active participant
2023$1,304 per active participant

Samuel Engineering, Inc.'s 2024 employer contribution ran below 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$54,626
WILSHIRE ADVISORS LLC · 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$54,627 · 0.21%
2023$41,888 · 0.19%
2022$40,023 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Colorado
Tepa, LLC CO$30.0M · 0.32%
Unavco, Inc. CO$29.6M · 0.07%
Design Workshop, Inc. CO$29.3M · 0.17%
Hukariascendent, Inc. CO$29.0M · 0.34%
Crossfit, LLC CO$27.6M · 0.01%
Insurance Technologies, LLC CO$27.1M · 0.24%
Richey May & Co., LLP CO$26.9M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841354363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.