Plan Ledger DOL Form 5500 · updated monthly

Access Management Services, LLC (dba Colorado Access)401(k)

ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Access Management Services, LLC (dba Colorado Access) reported $151,264 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $4,068 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 0.40% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 311th-largest of 1,461 plans among Colorado employers on file, and the 2,334th of 11,911 in health care & social assistance. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 375 to 433 since 2022.

Plan summary
Net assets, end of year$37,779,154
Participants with balances595
Active participants433
Employer contributions$1,761,464
Employee contributions$3,641,373
Employer contribution per active participant$4,068
Average account balance$63,494
Benefits paid to participants$4,511,471
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.8M · 595 accts · $1.8M emplr
2023$32.1M · 583 accts · $1.6M emplr
2022$25.2M · 561 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,505
Investment management$85,759
Total administrative$151,264
The Access Management Services, LLC (dba Colorado Access) 401(k) match · 2024
Employer contribution per active participant$4,068
Median for plans this size$2,416
2024$4,068 per active participant
2023$3,887 per active participant
2022$3,387 per active participant

Access Management Services, LLC (dba Colorado Access)'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 · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$66,043
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$65,701
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,716

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$151,264 · 0.43%
2023$118,598 · 0.41%
2022$109,839 · 0.40%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Denver Nephrologists, P.C. CO$41.7M · 0.02%
Heska Corporation CO$40.9M · 0.19%
Somalogic Incorporated CO$37.2M · 0.42%
San Luis Valley Health CO$36.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900953904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.