Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic & Spine Center of the Rockies, PC401(k)

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN · FORT COLLINS, CO · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Orthopaedic & Spine Center of the Rockies, PC reported $125,687 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,355 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 0.15%. 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 147th-largest of 1,461 plans among Colorado employers on file, and the 1,209th of 11,911 in health care & social assistance. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,555,851
Participants with balances746
Active participants625
Employer contributions$2,722,110
Employee contributions$2,949,451
Employer contribution per active participant$4,355
Average account balance$117,367
Benefits paid to participants$4,751,229
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.6M · 746 accts · $2.7M emplr
2023$76.5M · 683 accts · $3.7M emplr
2022$67.5M · 635 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,576
Investment management$51,148
Total administrative$125,687
The Orthopaedic & Spine Center of the Rockies, PC 401(k) match · 2024
Employer contribution per active participant$4,355
Median for plans this size$3,635
2024$4,355 per active participant
2023$6,372 per active participant
2022$4,229 per active participant

Orthopaedic & Spine Center of the Rockies, PC's 2024 employer contribution ran above the $3,635 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 · 20244
PRINCIPAL LIFE INSURANCE · Contract administrator · Loan processing$51,989
ALLIANCEBERNSTEIN L.P. · Investment advisory (plan)$51,148
REA & ASSSOCIATES, INC. · Contract administrator · Other services$17,367
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect 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$125,687 · 0.15%
2023$92,117 · 0.13%
2022$118,271 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Craig Hospital CO$161.6M · 0.18%
Modivcare Solutions, LLC CO$86.8M · 0.33%
Eating Recovery Center LLC CO$85.8M · 0.32%
Healthpeak Properties, Inc. CO$81.5M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 840593455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.