Plan Ledger DOL Form 5500 · updated monthly

Corus Orthodontists LLC401(k)

CORUS ORTHODONTISTS LLC 401(K) PLAN · LONE TREE, CO · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Corus Orthodontists LLC reported $103,840 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,124 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 0.32% to 0.27%. 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 282nd-largest of 1,461 plans among Colorado employers on file, and the 2,151st of 11,911 in health care & social assistance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 175 to 273 since 2022.

Plan summary
Net assets, end of year$42,062,770
Participants with balances309
Active participants273
Employer contributions$579,972
Employee contributions$1,336,865
Employer contribution per active participant$2,124
Average account balance$136,125
Benefits paid to participants$2,389,409
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$42.1M · 309 accts · $580K emplr
2023$36.0M · 164 accts · $564K emplr
2022$23.3M · 163 accts · $520K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,317
Investment management$75,523
Total administrative$103,840
The Corus Orthodontists LLC 401(k) match · 2024
Employer contribution per active participant$2,124
Median for plans this size$2,416
2024$2,124 per active participant
2023$3,204 per active participant
2022$2,973 per active participant

Corus Orthodontists LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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
GALLAGHER BENEFIT SERVICES INC · Investment advisory (plan)$75,523
ALERUS FINANCIAL NA · Contract administrator$4,940

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$103,840 · 0.27%
2023$96,746 · 0.33%
2022$51,653 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Panorama Eye Care, LLC CO$47.5M · 0.03%
Primary Care Partners, Inc. CO$46.3M · 0.32%
Denver Nephrologists, P.C. CO$41.7M · 0.02%
Heska Corporation CO$40.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843269833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.