Plan Ledger DOL Form 5500 · updated monthly

Xanterra Parks & Resorts, Inc.401(k)

XANTERRA PARKS & RESORTS, INC. EMPLOYEE SAVINGS PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Xanterra Parks & Resorts, Inc. reported $289,967 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $991 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 0.265%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 117th-largest of 1,461 plans among Colorado employers on file, and the 107th of 2,096 in real estate & leasing. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has grown from 2,190 to 2,504 since 2022.

Plan summary
Net assets, end of year$114,620,620
Participants with balances1,298
Active participants2,504
Employer contributions$2,481,884
Employee contributions$6,194,140
Employer contribution per active participant$991
Average account balance$88,306
Benefits paid to participants$13,209,516
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$114.6M · 1,298 accts · $2.5M emplr
2023$103.9M · 1,242 accts · $2.3M emplr
2022$86.7M · 1,260 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$231,412
Investment management$43,855
Audit (IQPA)$14,700
Total administrative$289,967
The Xanterra Parks & Resorts, Inc. 401(k) match · 2024
Employer contribution per active participant$991
Median for plans this size$3,635
2024$991 per active participant
2023$979 per active participant
2022$907 per active participant

Xanterra Parks & Resorts, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Recordkeeping$231,169
INNOVEST PORTFOLIO SOLUTIONS, LLC · Investment advisory (plan)$43,855
EIDE BAILLY, LLP · Accounting / audit$14,700
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.

Recordkeeper by year2
2024Principal
2023Principal

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

Administrative cost history3
2024$289,967 · 0.27%
2023$260,255 · 0.27%
2022$258,581 · 0.27%
Same employer
Similar plansReal Estate & Leasing · Colorado
Prologis, L.P. CO$589.4M · 0.04%
M.D.C. Holdings, Inc. CO$158.8M · 0.10%
Apartment Income Reit Corp. CO$113.8M · 0.07%
Mercy Housing, Inc. CO$96.4M · 0.31%
Re/Max, LLC CO$76.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132735034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.