Plan Ledger DOL Form 5500 · updated monthly

Cgpp Management LLC401(k)

PACESETTER HEALTH 401(K) PLAN · CASTLE PINES, CO · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Cgpp Management LLC reported $28,998 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,699 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 3 years on file its reported administrative ratio has held roughly steady near 0.60%. 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 (1,025th of 1,461), and 7,648th 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 259 to 301 since 2022.

Plan summary
Net assets, end of year$5,448,861
Participants with balances202
Active participants301
Employer contributions$511,341
Employee contributions$1,084,198
Employer contribution per active participant$1,699
Average account balance$26,975
Benefits paid to participants$1,108,665
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 202 accts · $511K emplr
2023$4.1M · 188 accts · $534K emplr
2022$2.9M · 134 accts · $364K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,998
Total administrative$28,998
The Cgpp Management LLC 401(k) match · 2024
Employer contribution per active participant$1,699
Median for plans this size$1,313
2024$1,699 per active participant
2023$1,984 per active participant
2022$1,404 per active participant

Cgpp Management LLC's 2024 employer contribution ran above the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,998

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$28,998 · 0.60%
2023$16,474 · 0.46%
2022$13,766 · 0.63%
Similar plansHealth Care & Social Assistance · Colorado
West Central, Inc CO$5.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844541304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.