Plan Ledger DOL Form 5500 · updated monthly

Conceptions Reproductive Associates, P.C.401(k)

CONCEPTIONS REPRODUCTIVE ASSOCIATES 401K PLAN · LITTLETON, CO · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Conceptions Reproductive Associates, P.C. reported $5,100 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,104 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 1 year on file its reported administrative ratio fell from 0.12% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (926th of 1,461), and 6,823rd of 11,911 in health care & social assistance. In 2023, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,090,230
Participants with balances122
Active participants76
Employer contributions$235,882
Employee contributions$387,623
Employer contribution per active participant$3,104
Average account balance$58,117
Benefits paid to participants$489,122
Plan auditUnmodified (clean) audit opinion
AuditorCLYNE EAGAN & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$7.1M · 122 accts · $236K emplr
2022$6.1M · 142 accts · $213K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,100
Total administrative$5,100
The Conceptions Reproductive Associates, P.C. 401(k) match · 2023
Employer contribution per active participant$3,104
Median for plans this size$1,308
2023$3,104 per active participant
2022$2,807 per active participant

Conceptions Reproductive Associates, P.C.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK USA · Recordkeeping$550

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024Not separately reported
2023$5,100 · 0.08%
2022$8,123 · 0.12%
Similar plansHealth Care & Social Assistance · Colorado
Inreach Healthcare, LLC CO$7.7M · 1.30%
Food Bank of the Rockies CO$7.5M · 0.39%
Savio House CO$7.0M · 0.14%
Third Way Center, Inc. CO$6.8M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841030888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.