Plan Ledger DOL Form 5500 · updated monthly

Associates in Family Medicine, P.C.401(k)

ASSOCIATES IN FAMILY MEDICINE, P.C. 401(K) PROFIT SHARING PLAN · FORT COLLINS, CO · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Associates in Family Medicine, P.C. reported $18,126 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $76,967 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 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,446th of 1,461), and 11,748th of 11,911 in health care & social assistance. In 2022, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$128,102
Participants with balances4
Active participants6
Employer contributions$461,802
Employee contributions$1,156,832
Employer contribution per active participant$76,967
Average account balance$32,026
Benefits paid to participants$53,619,109
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$6,644
Total administrative$18,126
The Associates in Family Medicine, P.C. 401(k) match · 2022
Employer contribution per active participant$76,967
Median for plans this size$2,266

Associates in Family Medicine, P.C.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,126 · 0.06%
Similar plansHealth Care & Social Assistance · Colorado
Alpine Homecare, LLC CO$212K · 1.70%
Hildebrand Home Care Inc. CO$108K · 1.57%
R & R Enterprise LLC dba CO$61K · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840791312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.