Plan Ledger DOL Form 5500 · updated monthly

Team Liberty401(k)

TEAM LIBERTY 401K PROFIT SHARING PLAN & TRUST · GREENWOOD VILLAGE, CO · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Team Liberty reported $8 in plan administrative expenses for 2023: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Colorado (1,461st of 1,461), and 2,196th of 2,199 in information & media.

Plan summary
Net assets, end of year$4,607
Participants with balances1
Active participants3
Employer contributions$0
Employee contributions$4,154
Employer contribution per active participant$0
Average account balance$4,607
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8
Total administrative$8
The Team Liberty 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Team Liberty's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PAYCHEX, INC · Investment advisory (participants)$8

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

Administrative cost history1
2023$8 · 0.17%
Similar plansInformation & Media · Colorado
Akerna Services LLC CO$1.3M · 0.17%
Dma Corporation, LLC OR$66K · 0.34%
Coredial, LLC PA$37K · 1.21%
Clique Brands, Inc. CA$21K · 2.14%
Elite Metro Corp. FL$17K · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811188152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.