Plan Ledger DOL Form 5500 · updated monthly

Northern Colorado Anesthesia Professionals, PLLC401(k)

NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC 401K PLAN · FORT COLLINS, CO · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Northern Colorado Anesthesia Professionals, PLLC reported $205,085 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $27,376 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 3 years on file its reported administrative ratio has held roughly steady near 0.331%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 190th-largest of 1,461 plans among Colorado employers on file, and the 1,491st of 11,911 in health care & social assistance. In 2024, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$66,782,655
Participants with balances131
Active participants113
Employer contributions$3,093,449
Employee contributions$2,404,030
Employer contribution per active participant$27,376
Average account balance$509,791
Benefits paid to participants$3,969,937
Plan auditUnmodified (clean) audit opinion
AuditorSOUKUP, BUSH & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$66.8M · 131 accts · $3.1M emplr
2023$57.1M · 127 accts · $2.9M emplr
2022$50.3M · 124 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,012
Investment management$191,181
Trustee / custodial$5,892
Total administrative$205,085
The Northern Colorado Anesthesia Professionals, PLLC 401(k) match · 2024
Employer contribution per active participant$27,376
Median for plans this size$3,635
2024$27,376 per active participant
2023$26,998 per active participant
2022$23,761 per active participant

Northern Colorado Anesthesia Professionals, PLLC's 2024 employer contribution ran above the $3,635 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 · 20244
TPP RETIREMENT PLAN SPECIALISTS · Recordkeeping$8,012
CREATIVE PLANNING · Investment advisory (plan)$187,607
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$6,755
MATRIX BROADRIDGE$5,892

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$205,085 · 0.33%
2023$182,735 · 0.34%
2022$184,050 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Valley View Hospital CO$74.7M · 0.09%
Paladina Health LLC CO$68.0M · 0.47%
U.S. Nursing Corporation CO$61.8M · 0.20%
South Denver Cardiology CO$50.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841439630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.