Plan Ledger DOL Form 5500 · updated monthly

Tolmar, Inc.401(k)

TOLMAR, INC. 401(K) SAVINGS & RETIREMENT PLAN · FORT COLLINS, CO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Tolmar, Inc. reported $108,849 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $8,849 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 0.03% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 96th-largest of 1,461 plans among Colorado employers on file, and the 1,339th of 13,661 in manufacturing. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$162,793,861
Participants with balances1,337
Active participants1,008
Employer contributions$8,919,313
Employee contributions$12,130,995
Employer contribution per active participant$8,849
Average account balance$121,761
Benefits paid to participants$18,738,524
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$162.8M · 1,337 accts · $8.9M emplr
2022$103.2M · 1,241 accts · $7.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,549
Investment management$61,300
Total administrative$108,849
The Tolmar, Inc. 401(k) match · 2024
Employer contribution per active participant$8,849
Median for plans this size$3,635
2024$8,849 per active participant
2022$7,909 per active participant

Tolmar, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$61,300
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,549

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$108,849 · 0.07%
2022$31,782 · 0.03%
Same employer
Similar plansManufacturing · Colorado
Suncor Energy (U.S.A.) Inc. CO$200.3M · 0.04%
Zimmer Biomet Spine, Inc. CO$139.2M · 0.15%
Cochlear Americas CO$124.0M · 0.04%
Innospec, Inc. CO$116.5M · 0.09%
Wcm Industries, Inc. CO$107.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205990340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.