Plan Ledger DOL Form 5500 · updated monthly

Boulder Valley Gastroenterology, Inc.401(k)

BOULDER VALLEY GASTROENTEROLOGY, INC. PROFIT SHARING PLAN · LOUISVILLE, CO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Boulder Valley Gastroenterology, Inc. reported $21,509 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $3,990 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 0.35% to 0.16%. 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 668th-largest of 1,461 plans among Colorado employers on file, and the 4,673rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 115 to 249 since 2022.

Plan summary
Net assets, end of year$14,090,553
Participants with balances362
Active participants249
Employer contributions$993,560
Employee contributions$925,703
Employer contribution per active participant$3,990
Average account balance$38,924
Benefits paid to participants$2,496,302
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 362 accts · $994K emplr
2023$13.0M · 240 accts · $566K emplr
2022$10.3M · 183 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,509
Total administrative$21,509
The Boulder Valley Gastroenterology, Inc. 401(k) match · 2024
Employer contribution per active participant$3,990
Median for plans this size$2,416
2024$3,990 per active participant
2023$2,282 per active participant
2022$6,654 per active participant

Boulder Valley Gastroenterology, Inc.'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 · 20242
CLIFTONLARSONALLEN WEALTH ADVISORS · Investment advisory (plan)$23,992
MAP RETIREMENT USA LLC · Contract administrator$12,815

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$21,509 · 0.16%
2023$95,907 · 0.82%
2022$40,122 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Christian Living Communites CO$15.3M · 0.41%
Summit Pathology CO$15.0M · 0.01%
Tru Community Care CO$13.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841001906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.