Plan Ledger DOL Form 5500 · updated monthly

Simpson Housing Lllp401(k)

SIMPSON HOUSING 401(K) RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Simpson Housing Lllp reported $126,336 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $2,756 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 0.19% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 175th-largest of 1,461 plans among Colorado employers on file, and the 180th of 2,096 in real estate & leasing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,661,376
Participants with balances858
Active participants632
Employer contributions$1,741,579
Employee contributions$3,839,718
Employer contribution per active participant$2,756
Average account balance$84,687
Benefits paid to participants$7,008,010
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.7M · 858 accts · $1.7M emplr
2023$64.8M · 872 accts · $1.4M emplr
2022$53.7M · 869 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,934
Investment management$46,402
Total administrative$126,336
The Simpson Housing Lllp 401(k) match · 2024
Employer contribution per active participant$2,756
Median for plans this size$3,635
2024$2,756 per active participant
2023$2,275 per active participant
2022$2,652 per active participant

Simpson Housing Lllp's 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,934
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,402

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$126,336 · 0.18%
2023$115,128 · 0.19%
2022$115,762 · 0.19%
Same employer
Similar plansReal Estate & Leasing · Colorado
Apartment Income Reit Corp. CO$113.8M · 0.07%
Mercy Housing, Inc. CO$96.4M · 0.31%
Re/Max, LLC CO$76.4M · 0.19%
Coresite, L.L.C. CO$61.6M · 0.13%
Yes Management, LLC CO$33.6M · 0.53%
The Laramar Group, LLC CO$27.6M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260136283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.