Plan Ledger DOL Form 5500 · updated monthly

Cedar Point Health LLC401(k)

CEDAR POINT HEALTH LLC 401(K) PROFIT SHARING PLAN · MONTROSE, CO · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Cedar Point Health LLC reported $41,665 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $3,819 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (820th of 1,461), and the 5,911th of 11,911 in health care & social assistance. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,380,236
Participants with balances133
Active participants117
Employer contributions$446,767
Employee contributions$618,698
Employer contribution per active participant$3,819
Average account balance$70,528
Benefits paid to participants$680,226
Plan auditUnmodified (clean) audit opinion
AuditorSMITH+HOWARD ADVISORY, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,554
Investment management$18,111
Total administrative$41,665
The Cedar Point Health LLC 401(k) match · 2024
Employer contribution per active participant$3,819
Median for plans this size$1,313

Cedar Point Health LLC's 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$23,554
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$14,303

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

Administrative cost history1
2024$41,665 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Denver Rescue Mission CO$8.7M · 0.43%
Matrix Providers Inc. CO$8.7M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840658993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.