Plan Ledger DOL Form 5500 · updated monthly

Bouldercentre for Orthopedics, P.C.401(k)

BOULDERCENTRE FOR ORTHOPEDICS, P.C. PROFIT SHARING PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Bouldercentre for Orthopedics, P.C. reported $69,342 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,916 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 0.46% to 0.54%. 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 692nd-largest of 1,461 plans among Colorado employers on file, and the 4,883rd of 11,911 in health care & social assistance. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 115 to 128 since 2022.

Plan summary
Net assets, end of year$13,108,320
Participants with balances157
Active participants128
Employer contributions$501,210
Employee contributions$812,537
Employer contribution per active participant$3,916
Average account balance$83,492
Benefits paid to participants$2,313,402
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 157 accts · $501K emplr
2023$12.7M · 146 accts · $466K emplr
2022$10.5M · 133 accts · $569K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,342
Total administrative$69,342
The Bouldercentre for Orthopedics, P.C. 401(k) match · 2024
Employer contribution per active participant$3,916
Median for plans this size$2,416
2024$3,916 per active participant
2023$4,201 per active participant
2022$4,946 per active participant

Bouldercentre for Orthopedics, P.C.'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 · 20244
EMPOWER ADVISORY GROUP · Investment management$6,824
ASCENSUS HOLDINGS · Contract administrator$6,113
MORGAN STANLEY SMITH BARNEY LLCindirect 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$69,342 · 0.54%
2023$66,372 · 0.57%
2022$57,351 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Tru Community Care CO$13.6M · 0.46%
Onpoint Medical Group, LLC CO$12.7M · 0.74%
Frasier Meadows Manor, Inc. CO$12.3M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840614901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.