Plan Ledger DOL Form 5500 · updated monthly

The Farmers Realty Company401(k)

THE FARMERS REALTY COMPANY 401(K) PROFIT-SHARING P · STERLING, CO · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

The Farmers Realty Company reported $28,193 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $3,923 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 0.47% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Colorado (1,004th of 1,461), and 640th of 786 in management of companies. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,754,927
Participants with balances76
Active participants54
Employer contributions$211,862
Employee contributions$200,153
Employer contribution per active participant$3,923
Average account balance$75,723
Benefits paid to participants$208,372
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.8M · 76 accts · $212K emplr
2022$5.1M · 71 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,193
Total administrative$28,193
The The Farmers Realty Company 401(k) match · 2024
Employer contribution per active participant$3,923
Median for plans this size$1,313
2024$3,923 per active participant
2022$3,180 per active participant

The Farmers Realty Company's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$28,193
OSAIC WEALTH INC · Other servicesindirect comp
WILSHIRE ADVISORS 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 history2
2024$28,193 · 0.52%
2022$25,462 · 0.47%
Similar plansManagement of Companies · Colorado
Huwa Enterprises, LLC CO$8.4M · 1.22%
Hugo Enterprises LLC CO$7.3M · 0.32%
Bellrock Brands Inc CO$1.2M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840459336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.