Plan Ledger DOL Form 5500 · updated monthly

Stockman Kast Ryan & Co., LLP401(k)

STOCKMAN KAST RYAN & CO. 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Stockman Kast Ryan & Co., LLP reported $4,180 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,451 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 0.03% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 654th-largest of 1,461 plans among Colorado employers on file, and 6,634th of 11,654 in professional & technical services. In 2023, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,731,782
Participants with balances160
Active participants109
Employer contributions$376,145
Employee contributions$660,193
Employer contribution per active participant$3,451
Average account balance$92,074
Benefits paid to participants$989,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 155 accts · $475K emplr
2023$14.7M · 160 accts · $376K emplr
2022$12.9M · 134 accts · $320K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,180
Total administrative$4,180
The Stockman Kast Ryan & Co., LLP 401(k) match · 2023
Employer contribution per active participant$3,451
Median for plans this size$2,440
2024$4,318 per active participant
2023$3,451 per active participant
2022$3,107 per active participant

Stockman Kast Ryan & Co., LLP's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$6,715 · 0.06%
2023$4,180 · 0.03%
2022$4,110 · 0.03%
Similar plansProfessional & Technical Services · Colorado
Vexcel Group, Inc CO$15.0M · 0.19%
Scaled Agile, Inc. CO$15.0M · 0.51%
Hazen Research, Inc. CO$14.9M · 0.38%
Bluestaq, LLC CO$14.8M · 0.03%
Peak Dental Services, Inc. CO$14.1M · 0.78%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841509584 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.