Plan Ledger DOL Form 5500 · updated monthly

Wellbridge Club Management, LLC401(k)

WELLBRIDGE 401K PLAN AND TRUST · GREENWOOD VILLAGE, CO · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Wellbridge Club Management, LLC reported $59,790 in plan administrative expenses for 2025: 0.27% of average plan assets, below the peer median. Employer contributions averaged $332 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 fell from 0.42% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 473rd-largest of 1,461 plans among Colorado employers on file, and the 393rd of 1,311 in arts, entertainment & recreation. In 2025, employees put in $4.82 for every $1.00 the employer contributed; active participation has shrunk from 384 to 267 since 2022.

Plan summary
Net assets, end of year$22,515,414
Participants with balances216
Active participants267
Employer contributions$88,512
Employee contributions$426,949
Employer contribution per active participant$332
Average account balance$104,238
Benefits paid to participants$2,425,288
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$22.5M · 216 accts · $89K emplr
2024$21.1M · 236 accts · $89K emplr
2023$19.4M · 263 accts · $101K emplr
2022$18.8M · 275 accts · $126K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$59,790
Total administrative$59,790
The Wellbridge Club Management, LLC 401(k) match · 2025
Employer contribution per active participant$332
Median for plans this size$2,666
2025$332 per active participant
2024$338 per active participant
2023$397 per active participant
2022$328 per active participant

Wellbridge Club Management, LLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$59,789
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history4
2025$59,790 · 0.27%
2024$70,620 · 0.35%
2023$68,082 · 0.36%
2022$90,899 · 0.42%
Similar plansArts, Entertainment & Recreation · Colorado
Jacobs Entertainment, Inc. CO$37.9M · 0.36%
Denver Art Museum CO$22.6M · 0.01%
USA Swimming, Inc. CO$17.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261717298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.