Plan Ledger DOL Form 5500 · updated monthly

Via Mobility Services403(b)

VIA MOBILITY SERVICES 403(B) PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Via Mobility Services reported $25,884 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $664 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 3 years on file its reported administrative ratio has held roughly steady near 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Colorado (1,055th of 1,461), and 1,641st of 2,677 in transportation & warehousing. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has shrunk from 334 to 267 since 2022.

Plan summary
Net assets, end of year$4,960,449
Participants with balances191
Active participants267
Employer contributions$177,203
Employee contributions$488,760
Employer contribution per active participant$664
Average account balance$25,971
Benefits paid to participants$856,021
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 191 accts · $177K emplr
2023$4.6M · 144 accts · $187K emplr
2022$4.4M · 176 accts · $201K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,383
Investment management$14,501
Total administrative$25,884
Employer contributions to the Via Mobility Services plan · 2024
Employer contribution per active participant$664
Median for plans this size$1,313
2024$664 per active participant
2023$708 per active participant
2022$601 per active participant

Via Mobility Services's 2024 employer contribution ran below 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
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$11,384
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$14,501

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$25,884 · 0.54%
2023$26,285 · 0.58%
2022$23,911 · 0.52%
Same employer
Similar plansTransportation & Warehousing · Colorado
Prime Jet US LLC CO$6.1M · 0.13%
Mayo Aviation, LLC CO$5.8M · 0.78%
Navajo Shippers, Inc. CO$5.5M · 0.96%
Cast Transportation, Inc. CO$4.6M · 0.49%
U.S. Transport, Inc. CO$3.5M · 1.03%
The Jfw Corporation CO$2.8M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840777296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.