Plan Ledger DOL Form 5500 · updated monthly

Swanson Rink, Inc.401(k)

SWANSON RINK, INC. 401(K) PLAN AND TRUST · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Swanson Rink, Inc. reported $33,971 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,068 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 among the smaller plans on file in Colorado (735th of 1,461), and 7,553rd of 11,654 in professional & technical services. In 2024, employees put in $4.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,455,467
Participants with balances129
Active participants110
Employer contributions$227,439
Employee contributions$941,519
Employer contribution per active participant$2,068
Average account balance$88,802
Benefits paid to participants$1,212,004
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,471
Investment management$11,500
Total administrative$33,971
The Swanson Rink, Inc. 401(k) match · 2024
Employer contribution per active participant$2,068
Median for plans this size$2,416

Swanson Rink, Inc.'s 2024 employer contribution ran below 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$11,500

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$33,971 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Colorado
Ascend Analytics, LLC CO$12.0M · 0.24%
Automox, Inc. CO$11.8M · 0.29%
Starrez, Inc. CO$11.7M · 0.24%
Cpp, Inc. CO$11.4M · 0.55%
Backbone Group LLC CO$11.2M · 0.20%
Prosci, Inc. CO$11.2M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840459620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.