Plan Ledger DOL Form 5500 · updated monthly

Ccrm Management Company, LLC401(k)

CCRM FERTILITY NETWORK 401(K) PLAN · LONE TREE, CO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Ccrm Management Company, LLC reported $123,482 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,364 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 0.28% to 0.20%. 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 166th-largest of 1,461 plans among Colorado employers on file, and the 1,332nd of 11,911 in health care & social assistance. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 827 to 1,396 since 2022.

Plan summary
Net assets, end of year$76,785,210
Participants with balances1,289
Active participants1,396
Employer contributions$3,300,309
Employee contributions$6,995,183
Employer contribution per active participant$2,364
Average account balance$59,570
Benefits paid to participants$4,476,869
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.8M · 1,289 accts · $3.3M emplr
2023$46.9M · 953 accts · $2.3M emplr
2022$34.2M · 687 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,158
Investment management$5,324
Total administrative$123,482
The Ccrm Management Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,364
Median for plans this size$3,635
2024$2,364 per active participant
2023$1,907 per active participant
2022$1,523 per active participant

Ccrm Management Company, LLC's 2024 employer contribution ran below 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 · 20243
PENTEGRA SERVICES INC · Contract administrator$17,010
EMPOWER ADVISORY GROUP, LLC · Investment management$5,324

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$123,482 · 0.20%
2023$76,716 · 0.19%
2022$100,857 · 0.28%
Similar plansHealth Care & Social Assistance · Colorado
Modivcare Solutions, LLC CO$86.8M · 0.33%
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 474382331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.