Plan Ledger DOL Form 5500 · updated monthly

Toastmasters International, Inc.401(k)

TOASTMASTERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Toastmasters International, Inc. reported $69,007 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $6,235 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 0.33% to 0.41%. 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 577th-largest of 1,461 plans among Colorado employers on file, and the 1,146th of 3,341 in other services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,749,938
Participants with balances195
Active participants123
Employer contributions$766,869
Employee contributions$827,375
Employer contribution per active participant$6,235
Average account balance$91,025
Benefits paid to participants$2,251,129
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 195 accts · $767K emplr
2023$16.2M · 203 accts · $699K emplr
2022$13.7M · 195 accts · $622K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,016
Investment management$35,690
Total administrative$69,007
The Toastmasters International, Inc. 401(k) match · 2024
Employer contribution per active participant$6,235
Median for plans this size$2,416
2024$6,235 per active participant
2023$5,213 per active participant
2022$5,141 per active participant

Toastmasters International, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
SAGEVIEW ADVISORY GROUP, · Investment advisory (plan)$31,663
CROSSPLANS · Contract administrator$11,948
EMPOWER ADVISORY GROUP, LLC · Investment management$4,027

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$69,007 · 0.41%
2023$60,370 · 0.40%
2022$48,707 · 0.33%
Same employer
Similar plansOther Services · Colorado
Zynex, Inc. CO$19.8M · 0.80%
Youth Enrichment Brands CO$18.4M · 0.67%
Goodwill of Colorado CO$17.6M · 0.98%
R & H Mechanical, Inc. CO$14.5M · 0.00%
Mile High United Way, Inc. CO$13.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951300076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.