Plan Ledger DOL Form 5500 · updated monthly

Steven-Robert Originals, LLC401(k)

STEVEN-ROBERT ORIGINALS, LLC 401(K) PLAN · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Steven-Robert Originals, LLC reported $30,280 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $125 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 0.76% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Colorado (956th of 1,461), and 10,430th of 13,661 in manufacturing. In 2024, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,486,218
Participants with balances1,266
Active participants1,593
Employer contributions$199,879
Employee contributions$1,064,835
Employer contribution per active participant$125
Average account balance$5,123
Benefits paid to participants$1,299,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 1,266 accts · $200K emplr
2023$5.9M · 1,360 accts · $165K emplr
2022$4.7M · 1,239 accts · $168K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,900
Investment management$730
Total administrative$30,280
The Steven-Robert Originals, LLC 401(k) match · 2024
Employer contribution per active participant$125
Median for plans this size$1,313
2024$125 per active participant
2023$107 per active participant
2022$96 per active participant

Steven-Robert Originals, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT INSURANCE & ANNUITY · Recordkeeping · Investment advisory (participants)$29,717
WELLS FARGO CLEARING SERVICES, LLCindirect comp
RBC CAPITAL MARKETS LLCindirect comp

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

Recordkeeper by year2
2024Voya
2023Voya

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,280 · 0.49%
2023$11,344 · 0.21%
2022$40,134 · 0.76%
Same employer
Similar plansManufacturing · Colorado
Avery Brewing Company CO$6.8M · 0.03%
Air Comm Corporation LLC CO$6.6M · 0.33%
Phm Brands, LLC CO$6.3M · 1.05%
Bron Buyer, LLC CO$6.2M · 0.85%
Bron Buyer, LLC CO$6.2M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841318535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.