Plan Ledger DOL Form 5500 · updated monthly

Comfort Bridge dba Care Synergy403(b)

CARE SYNERGY 403(B) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Comfort Bridge dba Care Synergy reported $66,246 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,209 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 fell from 0.28% to 0.20%. 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 333rd-largest of 1,461 plans among Colorado employers on file, and the 2,466th of 11,911 in health care & social assistance. In 2024, employees put in $3.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,997,764
Participants with balances632
Active participants676
Employer contributions$817,536
Employee contributions$2,454,901
Employer contribution per active participant$1,209
Average account balance$55,376
Benefits paid to participants$5,088,050
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.0M · 632 accts · $818K emplr
2023$31.9M · 646 accts · $688K emplr
2022$30.6M · 742 accts · $860K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,246
Total administrative$66,246
Employer contributions to the Comfort Bridge dba Care Synergy plan · 2024
Employer contribution per active participant$1,209
Median for plans this size$2,416
2024$1,209 per active participant
2023$1,044 per active participant
2022$1,326 per active participant

Comfort Bridge dba Care Synergy's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$63,386

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$66,246 · 0.20%
2023$64,804 · 0.21%
2022$97,023 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Somalogic Incorporated CO$37.2M · 0.42%
San Luis Valley Health CO$36.8M · 0.21%
Clinica Family Health CO$33.8M · 0.49%
Sagility Operations Inc CO$31.1M · 1.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471820366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.