Plan Ledger DOL Form 5500 · updated monthly

Stevens Holtze Corporation401(k)

STEVENS HOLTZE CORPORATION 401(K) AND PROFIT SHARING PLAN · DENVER, CO · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Stevens Holtze Corporation reported $36,273 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $7,866 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 has held roughly steady near 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Colorado (1,033rd of 1,461), and the 845th of 2,240 in accommodation & food services. In 2022, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,355,291
Participants with balances114
Active participants4
Employer contributions$31,462
Employee contributions$53,019
Employer contribution per active participant$7,866
Average account balance$46,976
Benefits paid to participants$2,015,677
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 92 accts · $30K emplr
2022$5.4M · 114 accts · $31K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$36,273
Total administrative$36,273
The Stevens Holtze Corporation 401(k) match · 2022
Employer contribution per active participant$7,866
Median for plans this size$1,114
2023$7,620 per active participant
2022$7,866 per active participant

Stevens Holtze Corporation's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$25,646 · 0.51%
2022$36,273 · 0.52%
Similar plansAccommodation & Food Services · Colorado
Resort Group, LLC CO$6.6M · 0.92%
Princeton Holdings, LLC CO$6.1M · 0.03%
Drg Employer LLC CO$4.8M · 1.59%
Breckenridge-Wynkoop LLC CO$3.5M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841325582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.