Plan Ledger DOL Form 5500 · updated monthly

The Humane Society of the Pikes Peak Region401(k)

HSPPR 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

The Humane Society of the Pikes Peak Region reported $35,785 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,113 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 0.67% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (1,001st of 1,461), and 2,179th of 3,341 in other services. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 202 to 245 since 2022.

Plan summary
Net assets, end of year$5,819,751
Participants with balances156
Active participants245
Employer contributions$272,657
Employee contributions$484,248
Employer contribution per active participant$1,113
Average account balance$37,306
Benefits paid to participants$1,086,738
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN KAST RYAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 156 accts · $273K emplr
2023$5.4M · 171 accts · $227K emplr
2022$4.5M · 172 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,785
Total administrative$35,785
The The Humane Society of the Pikes Peak Region 401(k) match · 2024
Employer contribution per active participant$1,113
Median for plans this size$1,313
2024$1,113 per active participant
2023$1,095 per active participant
2022$997 per active participant

The Humane Society of the Pikes Peak Region's 2024 employer contribution ran below 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.

Service providers · 20242
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$35,785
MORGAN STANLEY SMITH BARNEY · 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$35,785 · 0.64%
2023$29,201 · 0.59%
2022$32,433 · 0.67%
Same employer
Similar plansOther Services · Colorado
The Parlour Inc. CO$7.2M · 0.89%
Outreach Inc CO$6.3M · 1.02%
Mader Corporation CO$6.2M · 0.67%
Streamline Brands CO$4.8M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840410111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.