Plan Ledger DOL Form 5500 · updated monthly

The Colorado Coalition for the Homeless403(b)

403(B) THRIFT PLAN FOR COLORADO COALITION FOR THE HOMELESS · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

The Colorado Coalition for the Homeless reported $148,849 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,688 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 3 years on file its reported administrative ratio has held roughly steady near 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 302nd-largest of 1,461 plans among Colorado employers on file, and the 557th of 3,341 in other services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,146,427
Participants with balances842
Active participants671
Employer contributions$1,803,576
Employee contributions$3,244,954
Employer contribution per active participant$2,688
Average account balance$46,492
Benefits paid to participants$6,752,199
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.1M · 842 accts · $1.8M emplr
2023$35.7M · 859 accts · $1.8M emplr
2022$29.4M · 838 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$148,849
Total administrative$148,849
Employer contributions to the The Colorado Coalition for the Homeless plan · 2024
Employer contribution per active participant$2,688
Median for plans this size$2,416
2024$2,688 per active participant
2023$2,558 per active participant
2022$2,266 per active participant

The Colorado Coalition for the Homeless'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$148,848
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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$148,849 · 0.40%
2023$137,777 · 0.42%
2022$130,604 · 0.41%
Same employer
Similar plansOther Services · Colorado
Educause CO$48.0M · 0.06%
Management Solutions, Inc. CO$44.3M · 0.81%
Junior Achievement USA CO$43.0M · 0.76%
Mgma-Acmpe CO$35.2M · 0.29%
Donor Alliance, Inc. CO$34.0M · 0.03%
Salud Family Health, Inc. CO$33.7M · 0.27%
USA Hockey, Inc. CO$28.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840951575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.