Plan Ledger DOL Form 5500 · updated monthly

T3I, Inc.401(k)

T3I, INC. RETIREMENT TRUST · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

T3I, Inc. reported $14,061 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,474 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 0.05% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (851st of 1,461), and 8,408th of 11,654 in professional & technical services. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 253 to 388 since 2022.

Plan summary
Net assets, end of year$8,712,066
Participants with balances276
Active participants388
Employer contributions$572,092
Employee contributions$1,158,911
Employer contribution per active participant$1,474
Average account balance$31,565
Benefits paid to participants$1,277,448
Plan auditUnmodified (clean) audit opinion
AuditorBEHRENS & BANKS
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 276 accts · $572K emplr
2023$7.0M · 254 accts · $475K emplr
2022$4.7M · 223 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,450
Investment management$9,611
Total administrative$14,061
The T3I, Inc. 401(k) match · 2024
Employer contribution per active participant$1,474
Median for plans this size$1,313
2024$1,474 per active participant
2023$1,595 per active participant
2022$1,662 per active participant

T3I, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$14,060

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

Administrative cost history3
2024$14,061 · 0.18%
2023$2,115 · 0.04%
2022$2,075 · 0.05%
Similar plansProfessional & Technical Services · Colorado
Agentsync, Inc. CO$9.2M · 0.26%
Atlas Navigators, LLC CO$9.0M · 0.62%
Biointellisense, Inc. CO$9.0M · 0.26%
A G Wassenaar Inc CO$8.9M · 0.43%
Keg 1 Colorado LLC CO$8.7M · 1.04%
Halker Consulting LLC CO$8.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470995121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.