Plan Ledger DOL Form 5500 · updated monthly

Patient Now LLC401(k)

PATIENT NOW LLC 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2025

Reported admin expense ratio · 2025
0.89%

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

Patient Now LLC reported $34,458 in plan administrative expenses for 2025: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,620 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 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,098th of 1,461), and 10,030th of 11,654 in professional & technical services. In 2025, employees put in $4.18 for every $1.00 the employer contributed; active participation has shrunk from 130 to 116 since 2023.

Plan summary
Net assets, end of year$4,393,942
Participants with balances149
Active participants116
Employer contributions$187,864
Employee contributions$785,449
Employer contribution per active participant$1,620
Average account balance$29,490
Benefits paid to participants$775,036
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$4.4M · 149 accts · $188K emplr
2024$3.4M · 146 accts · $218K emplr
2023$2.3M · 164 accts · $94K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,458
Total administrative$34,458
The Patient Now LLC 401(k) match · 2025
Employer contribution per active participant$1,620
Median for plans this size$1,464
2025$1,620 per active participant
2024$1,983 per active participant
2023$727 per active participant

Patient Now LLC's 2025 employer contribution ran above the $1,464 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 · 20252
VOYA RETIREMENT INSURANCE & ANNUITY · Contract administrator$23,845
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$9,857

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

Administrative cost history3
2025$34,458 · 0.89%
2024$24,927 · 0.88%
2023$14,518 · 0.87%
Same employer
Similar plansProfessional & Technical Services · Colorado
Birdon America Inc. CO$5.0M · 0.96%
Twin Landfill Corporation CO$4.4M · 0.73%
World Data Solutions Inc. CO$4.3M · 0.09%
Infinity Laboratories LLC CO$4.2M · 0.76%
Soona Co. CO$4.2M · 0.13%
It's Never 2 Late, LLC CO$4.0M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853173767 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.