Plan Ledger DOL Form 5500 · updated monthly

The Community Firm401(k)

THE COMMUNITY FIRM 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

The Community Firm reported $3,212 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,110 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 1 year on file its reported administrative ratio fell from 0.19% to 0.17%. 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 (1,234th of 1,461), and 10,738th of 11,654 in professional & technical services. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,418,454
Participants with balances220
Active participants168
Employer contributions$354,443
Employee contributions$569,645
Employer contribution per active participant$2,110
Average account balance$10,993
Benefits paid to participants$294,544
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.4M · 220 accts · $354K emplr
2023$1.4M · 153 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,752
Investment management$1,460
Total administrative$3,212
The The Community Firm 401(k) match · 2024
Employer contribution per active participant$2,110
Median for plans this size$1,313
2024$2,110 per active participant
2023$2,004 per active participant

The Community Firm'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.

Administrative cost history2
2024$3,212 · 0.17%
2023$1,874 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Colorado
Brainyak CO$2.8M · 0.50%
Balfour Payroll, LLC CO$2.6M · 0.94%
Safegraph CO$2.4M · 0.11%
Wjh, LLC CO$2.3M · 0.26%
Fix-It Group, LLC CO$2.2M · 1.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844867019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.