Plan Ledger DOL Form 5500 · updated monthly

US Fence Solutions Company LLC401(k)

US FENCE 401K (K) PLAN · LITTLETON, CO · plan year 2023

Reported admin expense ratio · 2023
0.72%

US Fence Solutions Company LLC reported $8,322 in plan administrative expenses for 2023: 0.72% of average plan assets, above the peer median. 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 0.73% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Colorado (1,333rd of 1,461), and 4,893rd of 5,215 in retail trade. active participation has grown from 113 to 155 since 2022.

Plan summary
Net assets, end of year$1,263,283
Participants with balances120
Active participants155
Employer contributions—
Employee contributions$212,286
Employer contribution per active participant—
Average account balance$10,527
Benefits paid to participants$161,901
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0M · 74 accts
2023$1.3M · 120 accts
2022$1.0M · 111 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,031
Investment management$5,291
Total administrative$8,322
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 · 20233
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$5,291
ADP, INC. · Loan processing · Recordkeeping$3,031
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,369 · 0.81%
2023$8,322 · 0.72%
2022$8,611 · 0.73%
Similar plansRetail Trade · Colorado
Durango Motor Company CO$1.3M · 0.67%
Mike's Camera, Inc. CO$1.3M · 0.14%
Guiry's Inc. CO$1.2M · 1.35%
Wsh Parent Fitness LLC CO$751K · 0.67%
Goodbuy Gear, Inc. CO$582K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812096208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.