Plan Ledger DOL Form 5500 · updated monthly

Spicer Jeffries & Co LLP401(k)

SPICER JEFFRIES & CO LLP 401(K) PROFIT SHARING PLAN & TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Spicer Jeffries & Co LLP reported $28,032 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,392 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 0.56% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,034th of 1,461), and 9,670th of 11,654 in professional & technical services. In 2024, employees put in $6.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,340,636
Participants with balances116
Active participants97
Employer contributions$134,981
Employee contributions$922,663
Employer contribution per active participant$1,392
Average account balance$46,040
Benefits paid to participants$403,224
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 116 accts · $135K emplr
2023$4.0M · 120 accts · $132K emplr
2022$3.2M · 124 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,507
Investment management$18,665
Trustee / custodial$860
Total administrative$28,032
The Spicer Jeffries & Co LLP 401(k) match · 2024
Employer contribution per active participant$1,392
Median for plans this size$1,313
2024$1,392 per active participant
2023$1,303 per active participant
2022$724 per active participant

Spicer Jeffries & Co LLP's 2024 employer contribution ran above the $1,313 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
PAYCHEX, INC. · Recordkeeping$8,767
PRIME CAPITAL INVESTMENT ADVISORS, · Investment advisory (participants)$18,665

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

Recordkeeper by year2
2024Paychex
2023PRIME CAPITAL INVESTMENT ADVISORS L, Paychex

This plan has changed recordkeepers within these filings. If you left Spicer Jeffries & Co LLP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,032 · 0.60%
2023$22,538 · 0.63%
2022$18,404 · 0.56%
Similar plansProfessional & Technical Services · Colorado
Aliri USA Inc. CO$5.6M · 1.19%
Forge Nano CO$5.6M · 0.86%
Vorto Operations LLC CO$5.5M · 0.16%
Bombbomb, Inc. CO$5.1M · 0.44%
Birdon America Inc. CO$5.0M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841210311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.