Plan Ledger DOL Form 5500 · updated monthly

Orthocolorado Hospital401(k)

ORTHOCOLORADO HOSPITAL 401(K) PLAN · LAKEWOOD, CO · plan year 2025

Reported admin expense ratio · 2025
0.56%

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

Orthocolorado Hospital reported $83,196 in plan administrative expenses for 2025: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,292 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 rose from 0.53% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 606th-largest of 1,461 plans among Colorado employers on file, and the 4,220th of 11,911 in health care & social assistance. In 2025, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 181 to 214 since 2022.

Plan summary
Net assets, end of year$16,438,764
Participants with balances303
Active participants214
Employer contributions$704,431
Employee contributions$1,228,887
Employer contribution per active participant$3,292
Average account balance$54,253
Benefits paid to participants$1,619,053
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$16.4M · 303 accts · $704K emplr
2024$13.3M · 267 accts · $560K emplr
2023$11.4M · 247 accts · $501K emplr
2022$8.7M · 260 accts · $578K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,206
Investment management$28,440
Audit (IQPA)$20,550
Total administrative$83,196
The Orthocolorado Hospital 401(k) match · 2025
Employer contribution per active participant$3,292
Median for plans this size$2,666
2025$3,292 per active participant
2024$2,788 per active participant
2023$2,814 per active participant
2022$3,194 per active participant

Orthocolorado Hospital's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,206
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$27,321
FORVIS · Accounting / audit$20,550

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

Administrative cost history4
2025$83,196 · 0.56%
2024$74,884 · 0.61%
2023$45,026 · 0.45%
2022$48,388 · 0.53%
Same employer
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Espire Dental Practice, LLC CO$17.2M · 0.65%
Solace Healthcare, Inc. CO$16.5M · 0.85%
Christian Living Communites CO$15.3M · 0.41%
Summit Pathology CO$15.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371577105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.