Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Centers of Colorado, LLC401(k)

ORTHOPEDIC CENTERS OF COLORADO, LLC 401(K) PROFIT SHARING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Orthopedic Centers of Colorado, LLC reported $196,563 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,074 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 0.19% to 0.24%. 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 159th-largest of 1,461 plans among Colorado employers on file, and the 1,284th of 11,911 in health care & social assistance. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 426 to 612 since 2022.

Plan summary
Net assets, end of year$80,925,390
Participants with balances713
Active participants612
Employer contributions$3,717,309
Employee contributions$3,076,585
Employer contribution per active participant$6,074
Average account balance$113,500
Benefits paid to participants$18,006,689
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$80.9M · 713 accts · $3.7M emplr
2023$80.3M · 653 accts
2022$71.9M · 603 accts · $6.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,800
Investment management$87,113
Total administrative$196,563
The Orthopedic Centers of Colorado, LLC 401(k) match · 2024
Employer contribution per active participant$6,074
Median for plans this size$3,635
2024$6,074 per active participant
2022$16,267 per active participant

Orthopedic Centers of Colorado, LLC'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
JOHN HANCOCK · Recordkeeping$76,615
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$66,828
THE MANDMARBLESTONE GROUP LLC · Consulting · Custodial (securities)$32,650
CAPITAL ADVISORS INC. · Investment advisory (participants) · Investment advisory (plan)$11,982

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$196,563 · 0.24%
2023$152,478 · 0.20%
2022$148,244 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
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%
Valley View Hospital CO$74.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475021191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.