Plan Ledger DOL Form 5500 · updated monthly

Boulder Medical Center, P.C.401(k)

BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Boulder Medical Center, P.C. reported $54,936 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,853 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 fell from 0.082% to 0.076%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 167th-largest of 1,461 plans among Colorado employers on file, and the 1,334th of 11,911 in health care & social assistance. In 2024, employees put in $1.00 for every $1.00 the employer contributed; active participation has grown from 285 to 318 since 2022.

Plan summary
Net assets, end of year$76,761,305
Participants with balances462
Active participants318
Employer contributions$1,861,148
Employee contributions$1,864,117
Employer contribution per active participant$5,853
Average account balance$166,150
Benefits paid to participants$3,276,079
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.8M · 462 accts · $1.9M emplr
2023$67.2M · 451 accts · $1.9M emplr
2022$57.2M · 420 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,690
Investment management$53,246
Total administrative$54,936
The Boulder Medical Center, P.C. 401(k) match · 2024
Employer contribution per active participant$5,853
Median for plans this size$3,635
2024$5,853 per active participant
2023$5,944 per active participant
2022$7,218 per active participant

Boulder Medical Center, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20245
INVESTMENT MANAGEMENT ASSOCIAT · Investment advisory (participants)$22,938
FISHER INVESTMENTS · Investment advisory (participants)$21,444
SOWELL FINANCIAL SERVICES LLC · Investment advisory (participants)$5,926
CHARLES SCHWAB & CO., INC · Securities brokerage$179
CHARLES SCHWAB TRUST BANK · Trustee (directed)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 history3
2024$54,936 · 0.08%
2023$45,893 · 0.07%
2022$53,744 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Eating Recovery Center LLC CO$85.8M · 0.32%
Healthpeak Properties, Inc. CO$81.5M · 0.12%
Valley View Hospital CO$74.7M · 0.09%
Paladina Health LLC CO$68.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840834835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.