Plan Ledger DOL Form 5500 · updated monthly

Schmueser Gordon Meyer, Inc.401(k)

SCHMUESER GORDON MEYER, INC. 401(K) PLAN · GLENWOOD SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Schmueser Gordon Meyer, Inc. reported $84,371 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $4,115 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 fell from 0.61% to 0.39%. 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 449th-largest of 1,461 plans among Colorado employers on file, and the 4,984th of 11,654 in professional & technical services. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,472,958
Participants with balances140
Active participants116
Employer contributions$477,347
Employee contributions$1,489,738
Employer contribution per active participant$4,115
Average account balance$167,664
Benefits paid to participants$888,716
Plan auditUnmodified (clean) audit opinion
AuditorDWC CPAS AND ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 140 accts · $477K emplr
2023$19.5M · 141 accts · $456K emplr
2022$15.7M · 135 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,474
Investment management$70,897
Total administrative$84,371
The Schmueser Gordon Meyer, Inc. 401(k) match · 2024
Employer contribution per active participant$4,115
Median for plans this size$2,416
2024$4,115 per active participant
2023$3,900 per active participant
2022$2,592 per active participant

Schmueser Gordon Meyer, 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 · 20244
ELEVATE CAPITAL ADVISORS LLC · Investment advisory (plan)$42,344
EMPOWER ADVISORY GROUP, LLC · Investment management$17,966
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (plan)$10,587

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$84,371 · 0.39%
2023$67,415 · 0.38%
2022$103,710 · 0.61%
Same employer
Similar plansProfessional & Technical Services · Colorado
Red Canary Inc. CO$23.9M · 0.11%
Wurkforce, Inc. CO$23.8M · 1.54%
Srk Consulting (U.S.), Inc. CO$23.6M · 0.47%
Jva, Inc. CO$22.8M · 0.37%
Four Winds Interactive, LLC CO$22.7M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841015600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.