Plan Ledger DOL Form 5500 · updated monthly

Colorado Permanente Medical Group, P.C.401(k)

COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Colorado Permanente Medical Group, P.C. reported $208,152 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,250 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 0.017% to 0.022%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 17th-largest of 1,461 plans among Colorado employers on file, and the 186th of 11,911 in health care & social assistance. In 2024, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,003,881,409
Participants with balances1,592
Active participants1,259
Employer contributions$15,423,010
Employee contributions$35,534,740
Employer contribution per active participant$12,250
Average account balance$630,579
Benefits paid to participants$94,833,444
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 1,592 accts · $15.4M emplr
2023$919.6M · 1,660 accts · $14.6M emplr
2022$786.1M · 1,673 accts · $24.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,068
Investment management$197,161
Audit (IQPA)$5,923
Total administrative$208,152
The Colorado Permanente Medical Group, P.C. 401(k) match · 2024
Employer contribution per active participant$12,250
Median for plans this size$4,294
2024$12,250 per active participant
2023$11,266 per active participant
2022$17,785 per active participant

Colorado Permanente Medical Group, P.C.'s 2024 employer contribution ran above the $4,294 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 · 202412
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$59,415
GHP INVESTMENT ADVISORS INC · Investment advisory (participants)$32,285
SCHULTZE ASSET MANAGEMENT LP · Investment advisory (participants)$30,501
SOLTIS INVESTMENT ADVISORS LLC · Investment advisory (participants)$13,277
FISHER INVESTMENTS · Investment advisory (participants)$11,935
CAPITAL ADVISORS INC · Investment advisory (participants)$11,512
MOUNTAIN CAPITAL INVESTMENT AD · Investment advisory (participants)$10,385
WEALTH ENHANCEMENT ADVISORY SE · Investment advisory (participants)$10,065
MATTERN CAPITAL MANAGEMENT LLC · Investment advisory (participants)$8,058
SHARKEY HOWES & JAVER INC · Investment advisory (participants)$6,569
BTIG, LLC$6,021
CHARLES SCHWAB & CO., INC. · Securities brokerage$4,615

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$208,152 · 0.02%
2023$107,895 · 0.01%
2022$148,667 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Davita Inc. CO$4.5B · 0.19%
Carepoint Health, LLC CO$372.1M · 0.13%
National Jewish Health CO$355.9M · 0.04%
Boulder Community Health CO$244.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840832336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.