Plan Ledger DOL Form 5500 · updated monthly

Thirdera, LLC401(k)

THIRDERA, LLC · BROOMFIELD, CO · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Thirdera, LLC reported $44,489 in plan administrative expenses for 2023: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,074 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 has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 616th-largest of 1,461 plans among Colorado employers on file, and 6,356th of 11,654 in professional & technical services. In 2023, employees put in $6.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,938,079
Participants with balances212
Active participants213
Employer contributions$441,841
Employee contributions$2,894,409
Employer contribution per active participant$2,074
Average account balance$75,180
Benefits paid to participants$1,095,180
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON AND CARUCCI
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $20K emplr
2023$15.9M · 212 accts · $442K emplr
2022$10.4M · 193 accts · $329K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,313
Investment management$36,176
Total administrative$44,489
The Thirdera, LLC 401(k) match · 2023
Employer contribution per active participant$2,074
Median for plans this size$2,440
2023$2,074 per active participant
2022$1,463 per active participant

Thirdera, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MML INVESTOR SERVICES LLC · Investment advisory (plan)$31,830
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,313

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$44,489 · 0.34%
2022$33,192 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Colorado
Westrian Group, Inc. CO$16.4M · 0.40%
Lumivero, LLC CO$16.3M · 0.32%
Solid Power Operating, Inc. CO$16.1M · 0.50%
Messner Reeves LLP CO$15.5M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541831241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.