Plan Ledger DOL Form 5500 · updated monthly

Trustees for the George W Clayton Trust Aka401(k)

CLAYTON EARLY LEARNING 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Trustees for the George W Clayton Trust Aka reported $38,806 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,137 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 0.65% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Colorado (933rd of 1,461), and 2,339th of 3,091 in educational services. In 2024, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,918,188
Participants with balances213
Active participants157
Employer contributions$335,583
Employee contributions$733,260
Employer contribution per active participant$2,137
Average account balance$32,480
Benefits paid to participants$1,537,194
Plan auditUnmodified (clean) audit opinion
AuditorKUNDINGER, CORDER, & MONTOYA PC
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 213 accts · $336K emplr
2023$6.6M · 229 accts · $245K emplr
2022$5.6M · 205 accts · $208K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,806
Total administrative$38,806
The Trustees for the George W Clayton Trust Aka 401(k) match · 2024
Employer contribution per active participant$2,137
Median for plans this size$1,313
2024$2,137 per active participant
2023$1,449 per active participant
2022$1,422 per active participant

Trustees for the George W Clayton Trust Aka's 2024 employer contribution ran above 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,806
GLOBAL RETIREMENT PARTNERS LLC · 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$38,806 · 0.57%
2023$36,048 · 0.59%
2022$39,314 · 0.65%
Same employer
Similar plansEducational Services · Colorado
Augustine Institute, Inc. CO$9.2M · 0.47%
Bscs Science Learning CO$8.1M · 0.00%
Career Certified CO$6.2M · 1.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840432238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.