Plan Ledger DOL Form 5500 · updated monthly

Critical Care & Pulmonary Consultants, P.C.401(k)

CRITICAL CARE & PULMONARY CONSULTANTS, P.C. 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Critical Care & Pulmonary Consultants, P.C. reported $35,726 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $442 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 0.12% to 0.18%. 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 478th-largest of 1,461 plans among Colorado employers on file, and the 3,413th of 11,911 in health care & social assistance. In 2024, employees put in $25.80 for every $1.00 the employer contributed; active participation has grown from 148 to 193 since 2022.

Plan summary
Net assets, end of year$22,271,718
Participants with balances155
Active participants193
Employer contributions$85,365
Employee contributions$2,202,049
Employer contribution per active participant$442
Average account balance$143,689
Benefits paid to participants$528,404
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 155 accts · $85K emplr
2023$17.7M · 141 accts · $86K emplr
2022$13.2M · 109 accts · $32K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,506
Investment management$34,220
Total administrative$35,726
The Critical Care & Pulmonary Consultants, P.C. 401(k) match · 2024
Employer contribution per active participant$442
Median for plans this size$2,416
2024$442 per active participant
2023$463 per active participant
2022$220 per active participant

Critical Care & Pulmonary Consultants, P.C.'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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$6,565
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$7,849
FISHER INVESTMENTS · Investment advisory (participants)$7,347
CHARLES SCHWAB & CO., INC. · Securities brokerage$296

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$35,726 · 0.18%
2023$22,851 · 0.15%
2022$16,006 · 0.12%
Similar plansHealth Care & Social Assistance · Colorado
Hopewest CO$21.3M · 0.65%
Strive Health, LLC CO$20.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841325066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.