Plan Ledger DOL Form 5500 · updated monthly

Carepoint Health, LLC401(k)

CAREPOINT HEALTH, LLC 401(K) PROFIT SHARING PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Carepoint Health, LLC reported $430,916 in plan administrative expenses for 2024: 0.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $14,280 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 0.11% to 0.13%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 48th-largest of 1,461 plans among Colorado employers on file, and the 413th of 11,911 in health care & social assistance. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$372,128,342
Participants with balances915
Active participants832
Employer contributions$11,881,199
Employee contributions$10,481,729
Employer contribution per active participant$14,280
Average account balance$406,698
Benefits paid to participants$14,618,961
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$372.1M · 915 accts · $11.9M emplr
2023$307.8M · 885 accts · $11.1M emplr
2022$249.1M · 798 accts · $10.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,354
Investment management$318,935
Trustee / custodial$22,627
Total administrative$430,916
The Carepoint Health, LLC 401(k) match · 2024
Employer contribution per active participant$14,280
Median for plans this size$4,294
2024$14,280 per active participant
2023$13,737 per active participant
2022$13,167 per active participant

Carepoint Health, LLC's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
NWPS · Contract administrator · Recordkeeping$89,354
PHYSICIAN WEALTH ADVISORS INC · Investment advisory (participants) · Investment advisory (plan)$120,186
CERDRUS LLC · Investment advisory (participants) · Investment management$63,061
CHERRY CREEK INVESTMENT ADV · Investment advisory (participants) · Investment management$26,859
CHARLES SCHWAB TRUST BANK · Custodial (securities)$22,627
MORNINGSTAR INVESTMENT SERVICE · Investment advisory (participants) · Investment management$22,254
WEALTH ENHANCEMNET ADVISORY SE · Investment advisory (participants) · Investment management$21,982
PRESTIGE WEALTHWIDE LLC · Investment advisory (participants) · Investment management$15,545
WEALTHSOURCE PARTNERS LLC · Investment advisory (participants) · Investment management$12,918
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (participants) · Investment management$12,495
PJ ROLAND · Investment advisory (participants) · Investment management$7,548
CHARLES SCHWAB & CO, INC. · Custodial (securities)$6,737

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$430,916 · 0.13%
2023$351,713 · 0.13%
2022$301,276 · 0.11%
Similar plansHealth Care & Social Assistance · Colorado
National Jewish Health CO$355.9M · 0.04%
Boulder Community Health CO$244.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831024601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.