Plan Ledger DOL Form 5500 · updated monthly

Clearchoice Management Services, LLC401(k)

CLEARCHOICE DENTAL IMPLANT CENTERS 401(K) PROFIT SHARING PLAN AND TRUST · GREENWOOD VILLAGE, CO · plan year 2023

Reported admin expense ratio · 2023
0.52%

Clearchoice Management Services, LLC reported $141,351 in plan administrative expenses for 2023: 0.52% of average plan assets, higher than ~75% of peers. 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 0.72% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other management of companies employers. By assets it is the 390th-largest of 1,461 plans among Colorado employers on file, and the 376th of 786 in management of companies. active participation has grown from 554 to 614 since 2022.

Plan summary
Net assets, end of year$28,383,388
Participants with balances651
Active participants614
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$43,600
Benefits paid to participants$2,447,367
Plan auditUnmodified (clean) audit opinion
AuditorFIRLEY, MORAN, FREER & EASSA, CPA P
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 572 accts · $120K emplr
2023$28.4M · 651 accts
2022$26.3M · 730 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$63,050
Investment management$26,000
Total administrative$141,351
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
T ROWE PRICE RPS INC · Recordkeeping · Trustee$63,050
CAPFINANCIAL PARTNERS LLC · Consulting · Investment advisory (participants)$52,000

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$109,374 · 0.40%
2023$141,351 · 0.52%
2022$217,661 · 0.72%
Similar plansManagement of Companies · Colorado
The Gores Group, LLC CO$423.9M · 0.06%
The Anschutz Corporation CO$99.5M · 0.09%
National Bank Holdings Corp CO$76.7M · 0.37%
Summit Automotive Partners CO$37.7M · 0.52%
Msc Services, LLC CO$22.5M · 0.54%
Cordillera Corporation CO$14.0M · 0.03%
Bushwood Holdings, Inc. CO$10.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203648245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.