Plan Ledger DOL Form 5500 · updated monthly

Starrez, Inc.401(k)

STARREZ 401(K) PROFIT SHARING PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Starrez, Inc. reported $25,425 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,948 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.

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 727th-largest of 1,461 plans among Colorado employers on file, and 7,471st of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,731,181
Participants with balances186
Active participants188
Employer contributions$554,250
Employee contributions$1,246,649
Employer contribution per active participant$2,948
Average account balance$63,071
Benefits paid to participants$811,406
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,151
Investment management$19,274
Total administrative$25,425
The Starrez, Inc. 401(k) match · 2024
Employer contribution per active participant$2,948
Median for plans this size$2,416

Starrez, 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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$18,750

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

Administrative cost history1
2024$25,425 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Colorado
Paytech, Inc. CO$12.3M · 0.52%
Ascend Analytics, LLC CO$12.0M · 0.24%
Automox, Inc. CO$11.8M · 0.29%
Swanson Rink, Inc. CO$11.5M · 0.32%
Cpp, Inc. CO$11.4M · 0.55%
Backbone Group LLC CO$11.2M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 870700759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.