Plan Ledger DOL Form 5500 · updated monthly

Lpmg Holdings, LLC401(k)

LONE PEAK DENTAL GROUP 401(K) PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.52%

Lpmg Holdings, LLC reported $4,621 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. 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 0.87% to 0.52%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Colorado (1,359th of 1,461), and 4,718th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$1,036,238
Participants with balances183
Active participants750
Employer contributions—
Employee contributions$410,013
Employer contribution per active participant—
Average account balance$5,663
Benefits paid to participants$116,232
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS LLC
Plan history2
Yearassets · accounts · employer contribution
2024$1.0M · 183 accts
2022$288K · 86 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,570
Investment management$51
Total administrative$4,621
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
ADP, INC. · Loan processing · Recordkeeping$4,621

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

Administrative cost history2
2024$4,621 · 0.52%
2022$1,369 · 0.87%
Similar plansFinance & Insurance · Colorado
Yield Solutions Group CO$3.5M · 0.75%
Autopay Direct, Inc. CO$2.9M · 1.86%
Eberl Claims Service, LLC CO$2.7M · 0.34%
Continental Credit CO$790K · 1.19%
Myriad Fleet, LLC CO$496K · 2.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824262073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.