Plan Ledger DOL Form 5500 · updated monthly

Tepa, LLC401(k)

TEPA, LLC 401K RETIREMENT PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Tepa, LLC reported $83,706 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $3,635 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 fell from 0.46% to 0.32%. 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 the 375th-largest of 1,461 plans among Colorado employers on file, and the 4,185th of 11,654 in professional & technical services. In 2024, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 409 to 503 since 2022.

Plan summary
Net assets, end of year$29,981,188
Participants with balances487
Active participants503
Employer contributions$1,828,431
Employee contributions$3,103,686
Employer contribution per active participant$3,635
Average account balance$61,563
Benefits paid to participants$3,981,711
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 487 accts · $1.8M emplr
2023$23.2M · 368 accts · $1.5M emplr
2022$18.9M · 374 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,606
Investment management$63,100
Total administrative$83,706
The Tepa, LLC 401(k) match · 2024
Employer contribution per active participant$3,635
Median for plans this size$2,416
2024$3,635 per active participant
2023$3,530 per active participant
2022$3,405 per active participant

Tepa, LLC's 2024 employer contribution ran above 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 · 20243
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$46,412
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,606
RAYMOND JAMES · Investment advisory (plan)$16,688

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$83,706 · 0.32%
2023$102,203 · 0.49%
2022$92,892 · 0.46%
Same employer
Similar plansProfessional & Technical Services · Colorado
McAconnect, LLC CO$32.1M · 0.34%
Dnpr Services, LLC CO$31.2M · 0.02%
Jumpcloud, Inc. CO$31.1M · 0.70%
Unavco, Inc. CO$29.6M · 0.07%
Design Workshop, Inc. CO$29.3M · 0.17%
Hukariascendent, Inc. CO$29.0M · 0.34%
Samuel Engineering, Inc. CO$28.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203372298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.