Plan Ledger DOL Form 5500 · updated monthly

Scaled Agile, Inc.401(k)

SCALED AGILE 401(K) PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Scaled Agile, Inc. reported $71,183 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,036 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 0.34% to 0.51%. 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 646th-largest of 1,461 plans among Colorado employers on file, and 6,566th of 11,654 in professional & technical services. In 2024, employees put in $4.34 for every $1.00 the employer contributed; active participation has shrunk from 187 to 125 since 2022.

Plan summary
Net assets, end of year$15,014,031
Participants with balances174
Active participants125
Employer contributions$504,552
Employee contributions$2,190,359
Employer contribution per active participant$4,036
Average account balance$86,288
Benefits paid to participants$2,352,726
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE & MORAN, PLCC
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 174 accts · $505K emplr
2023$12.7M · 187 accts · $537K emplr
2022$8.5M · 180 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,136
Investment management$47,047
Total administrative$71,183
The Scaled Agile, Inc. 401(k) match · 2024
Employer contribution per active participant$4,036
Median for plans this size$2,416
2024$4,036 per active participant
2023$2,966 per active participant
2022$2,436 per active participant

Scaled Agile, Inc.'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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,889
EMPOWER ADVISORY GROUP, LLC · Investment management$14,158

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$71,183 · 0.51%
2023$43,816 · 0.41%
2022$28,602 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Colorado
Sovrn Holdings, Inc. CO$15.4M · 0.57%
Fentress Architects CO$15.4M · 0.03%
Stoneage Holdings, Inc. CO$15.3M · 0.02%
Vexcel Group, Inc CO$15.0M · 0.19%
Hazen Research, Inc. CO$14.9M · 0.38%
Bluestaq, LLC CO$14.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453582560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.