Plan Ledger DOL Form 5500 · updated monthly

Utility Data Contractors, Inc.401(k)

UDC 401(K) RETIREMENT PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Utility Data Contractors, Inc. reported $18,727 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,677 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 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 460th-largest of 1,461 plans among Colorado employers on file, and the 5,088th of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 323 to 393 since 2022.

Plan summary
Net assets, end of year$22,817,777
Participants with balances359
Active participants393
Employer contributions$1,051,973
Employee contributions$2,426,090
Employer contribution per active participant$2,677
Average account balance$63,559
Benefits paid to participants$1,662,711
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$22.8M · 359 accts · $1.1M emplr
2023$18.1M · 319 accts · $811K emplr
2022$12.2M · 274 accts · $694K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,700
Investment management$9,577
Total administrative$18,727
The Utility Data Contractors, Inc. 401(k) match · 2024
Employer contribution per active participant$2,677
Median for plans this size$2,416
2024$2,677 per active participant
2023$2,118 per active participant
2022$2,147 per active participant

Utility Data Contractors, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$9,471
CETERA INVESTMENT ADVISERS LLCindirect comp
LATITUDE SERVICE COMPANY INC · Other servicesindirect 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$18,727 · 0.09%
2023$11,674 · 0.08%
2022$8,171 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Colorado
Wurkforce, Inc. CO$23.8M · 1.54%
Srk Consulting (U.S.), Inc. CO$23.6M · 0.47%
Jva, Inc. CO$22.8M · 0.37%
Four Winds Interactive, LLC CO$22.7M · 0.53%
Investortools, Inc. CO$22.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202978937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.