Plan Ledger DOL Form 5500 · updated monthly

Colorado Allergy & Asthma Centers, P.C.401(k)

COLORADO ALLERGY & ASTHMA CENTERS, P.C. PROFIT SHARING 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Colorado Allergy & Asthma Centers, P.C. reported $61,633 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $8,406 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 0.21% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 387th-largest of 1,461 plans among Colorado employers on file, and the 2,869th of 11,911 in health care & social assistance. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$28,780,656
Participants with balances151
Active participants121
Employer contributions$1,017,136
Employee contributions$693,266
Employer contribution per active participant$8,406
Average account balance$190,600
Benefits paid to participants$2,415,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.8M · 151 accts · $1.0M emplr
2023$26.1M · 145 accts · $990K emplr
2022$23.1M · 146 accts · $996K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,723
Investment management$27,900
Total administrative$61,633
The Colorado Allergy & Asthma Centers, P.C. 401(k) match · 2024
Employer contribution per active participant$8,406
Median for plans this size$2,416
2024$8,406 per active participant
2023$9,250 per active participant
2022$8,889 per active participant

Colorado Allergy & Asthma Centers, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,723
WORLD INVESTMENT ADVISOR · Investment advisory (plan)$27,900
CHARLES SCHWAB & CO, INC · Securities brokerage$10

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$61,633 · 0.22%
2023$57,528 · 0.23%
2022$56,364 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Ob/Gyn Affiliates CO$30.4M · 0.64%
Allhealth Network CO$27.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840735271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.