Plan Ledger DOL Form 5500 · updated monthly

Fort Collins Womens Clinic, P.C.401(k)

FORT COLLINS WOMEN'S CLINIC, P.C. 401(K) PLAN · FORT COLLINS, CO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Fort Collins Womens Clinic, P.C. reported $18,017 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,109 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 0.05% to 0.08%. 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 474th-largest of 1,461 plans among Colorado employers on file, and the 3,389th of 11,911 in health care & social assistance. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,502,417
Participants with balances132
Active participants107
Employer contributions$760,693
Employee contributions$815,295
Employer contribution per active participant$7,109
Average account balance$170,473
Benefits paid to participants$3,634,628
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 132 accts · $761K emplr
2023$21.9M · 145 accts · $741K emplr
2022$21.1M · 136 accts · $974K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,017
Total administrative$18,017
The Fort Collins Womens Clinic, P.C. 401(k) match · 2024
Employer contribution per active participant$7,109
Median for plans this size$2,416
2024$7,109 per active participant
2023$6,921 per active participant
2022$9,547 per active participant

Fort Collins Womens Clinic, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$2,959
MORGAN STANLEY INSURANCE SERVICESindirect comp
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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$18,017 · 0.08%
2023$4,111 · 0.02%
2022$11,906 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Colorado

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Source: U.S. Department of Labor, Form 5500 series, EIN 840596245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.