Plan Ledger DOL Form 5500 · updated monthly

Westrian Group, Inc.401(k)

WESTRIAN 401(K) PLAN · CENTENNIAL, CO · plan year 2025

Reported admin expense ratio · 2025
0.40%

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

Westrian Group, Inc. reported $61,411 in plan administrative expenses for 2025: 0.40% of average plan assets, above the peer median. Employer contributions averaged $4,045 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 607th-largest of 1,461 plans among Colorado employers on file, and 6,255th of 11,654 in professional & technical services. In 2025, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,393,604
Participants with balances128
Active participants99
Employer contributions$400,439
Employee contributions$1,144,111
Employer contribution per active participant$4,045
Average account balance$128,075
Benefits paid to participants$1,227,597
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$61,411
Total administrative$61,411
The Westrian Group, Inc. 401(k) match · 2025
Employer contribution per active participant$4,045
Median for plans this size$2,666

Westrian Group, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$61,411
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
ALPHA CAPITAL MANAGEMENT GROUP · 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 history1
2025$61,411 · 0.40%
Similar plansProfessional & Technical Services · Colorado
Kl&A, Inc. CO$17.3M · 0.43%
Knight Piesold and Co. CO$17.0M · 0.20%
Spinnaker Support, LLC CO$16.8M · 0.12%
Lumivero, LLC CO$16.3M · 0.32%
Solid Power Operating, Inc. CO$16.1M · 0.50%
Thirdera, LLC CO$15.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840634631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.