Plan Ledger DOL Form 5500 · updated monthly

Advanced Medical Management and Consulting, Inc401(k)

ADVANCED MEDICAL MANAGEMENT AND CONSULTANTS, INC 401(K) PROFIT SHARING PLAN · BRIGHTON, CO · plan year 2024

Reported admin expense ratio · 2024
1.50%

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

Advanced Medical Management and Consulting, Inc reported $23,939 in plan administrative expenses for 2024: 1.50% of average plan assets, higher than ~90% of peers. Employer contributions averaged $625 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 1.04% to 1.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,297th of 1,461), and 10,335th of 11,911 in health care & social assistance. In 2024, employees put in $4.58 for every $1.00 the employer contributed; active participation has shrunk from 139 to 104 since 2022.

Plan summary
Net assets, end of year$1,664,099
Participants with balances88
Active participants104
Employer contributions$65,000
Employee contributions$297,932
Employer contribution per active participant$625
Average account balance$18,910
Benefits paid to participants$487,093
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 88 accts · $65K emplr
2023$1.5M · 122 accts
2022$915K · 97 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,322
Investment management$6,617
Total administrative$23,939
The Advanced Medical Management and Consulting, Inc 401(k) match · 2024
Employer contribution per active participant$625
Median for plans this size$1,313
2024$625 per active participant
2022$1,187 per active participant

Advanced Medical Management and Consulting, Inc's 2024 employer contribution ran below the $1,313 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$17,322
LPL FINANCIAL RPCP · Investment advisory (plan)$6,617

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$23,939 · 1.50%
2023$16,903 · 1.39%
2022$10,568 · 1.04%
Similar plansHealth Care & Social Assistance · Colorado
Argus of Colorado CO$1.7M · 0.40%
Vivos Therapeutics, Inc. CO$1.7M · 1.47%
Fairacres Manor, Inc. CO$1.6M · 0.38%
Support, Inc. CO$1.6M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810989370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.