Plan Ledger DOL Form 5500 · updated monthly

Toeroek Associates, Inc.401(k)

TOEROEK ASSOCIATES, INC. 401(K) PLAN · LAKEWOOD, CO · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Toeroek Associates, Inc. reported $15,613 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,712 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (987th of 1,461), and 9,387th of 11,654 in professional & technical services. In 2022, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,028,459
Participants with balances83
Active participants55
Employer contributions$149,169
Employee contributions$453,098
Employer contribution per active participant$2,712
Average account balance$72,632
Benefits paid to participants$548,907
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,863
Investment management$3,750
Total administrative$15,613
The Toeroek Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$2,712
Median for plans this size$1,114

Toeroek Associates, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,613 · 0.24%
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Aliri USA Inc. CO$5.6M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841226164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.