Plan Ledger DOL Form 5500 · updated monthly

Srs Acquiom Holdings LLC401(k)

SRS ACQUIOM HOLDINGS LLC 401(K) PLAN · DENVER, CO · plan year 2025

Reported admin expense ratio · 2025
0.39%

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

Srs Acquiom Holdings LLC reported $145,221 in plan administrative expenses for 2025: 0.39% of average plan assets, above the peer median. Employer contributions averaged $5,223 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 3 years on file its reported administrative ratio fell from 0.50% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 285th-largest of 1,461 plans among Colorado employers on file, and the 3,201st of 11,654 in professional & technical services. In 2025, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 237 to 327 since 2022.

Plan summary
Net assets, end of year$41,727,139
Participants with balances357
Active participants327
Employer contributions$1,708,037
Employee contributions$3,128,279
Employer contribution per active participant$5,223
Average account balance$116,883
Benefits paid to participants$2,034,046
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$41.7M · 357 accts · $1.7M emplr
2024$31.8M · 314 accts · $1.5M emplr
2023$24.6M · 319 accts · $1.4M emplr
2022$17.1M · 291 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$40,925
Investment management$104,296
Total administrative$145,221
The Srs Acquiom Holdings LLC 401(k) match · 2025
Employer contribution per active participant$5,223
Median for plans this size$2,666
2025$5,223 per active participant
2024$5,741 per active participant
2023$5,818 per active participant
2022$4,917 per active participant

Srs Acquiom Holdings LLC's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CREATIVE PLANNING LLC · Investment advisory (plan)$71,855
EMPOWER ADVISORY GROUP, LLC · Investment management$32,441

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

Administrative cost history4
2025$145,221 · 0.39%
2024$133,447 · 0.47%
2023$101,942 · 0.49%
2022$83,206 · 0.50%
Same employer
Similar plansProfessional & Technical Services · Colorado
Boecore, LLC CO$44.6M · 0.58%
Integral Consulting Inc. CO$43.1M · 0.16%
Xero, Inc. CO$39.6M · 0.14%
Marx/Okubo Associates, LTD. CO$39.3M · 0.04%
Wvp of Washington PC CO$38.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462509030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.