Plan Ledger DOL Form 5500 · updated monthly

Mountain Family Health Centers403(b)

MOUNTAIN FAMILY HEALTH CENTERS 403B PLAN · GLENWOOD SPRINGS, 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

Mountain Family Health Centers reported $17,298 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $744 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 0.26% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (950th of 1,461), and 7,056th of 11,911 in health care & social assistance. In 2024, employees put in $3.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,605,541
Participants with balances113
Active participants189
Employer contributions$140,604
Employee contributions$440,017
Employer contribution per active participant$744
Average account balance$58,456
Benefits paid to participants$1,018,102
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 113 accts · $141K emplr
2023$6.2M · 124 accts · $192K emplr
2022$5.0M · 113 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,394
Investment management$15,904
Total administrative$17,298
Employer contributions to the Mountain Family Health Centers plan · 2024
Employer contribution per active participant$744
Median for plans this size$1,313
2024$744 per active participant
2023$956 per active participant
2022$976 per active participant

Mountain Family Health Centers's 2024 employer contribution ran below the $1,313 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,310
GLOBAL RETIREMENT PARTNERS · Investment advisory (participants) · Investment advisory (plan)$15,904

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$17,298 · 0.27%
2023$16,327 · 0.29%
2022$13,671 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Savio House CO$7.0M · 0.14%
Third Way Center, Inc. CO$6.8M · 0.67%
Preparis, Inc. CO$6.2M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840742145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.