Plan Ledger DOL Form 5500 · updated monthly

Primary Care Partners, Inc.401(k)

PRIMARY CARE PARTNERS, INC. 401(K) PROFIT SHARING PLAN · GRAND JUNCTION, CO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Primary Care Partners, Inc. reported $139,309 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,313 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 0.28% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 263rd-largest of 1,461 plans among Colorado employers on file, and the 1,993rd of 11,911 in health care & social assistance. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,330,948
Participants with balances366
Active participants210
Employer contributions$905,827
Employee contributions$1,350,513
Employer contribution per active participant$4,313
Average account balance$126,587
Benefits paid to participants$1,133,233
Plan auditUnmodified (clean) audit opinion
AuditorDWC
Plan history3
Yearassets · accounts · employer contribution
2024$46.3M · 366 accts · $906K emplr
2023$39.4M · 303 accts · $514K emplr
2022$36.1M · 306 accts · $540K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,426
Investment management$101,883
Total administrative$139,309
The Primary Care Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$4,313
Median for plans this size$2,416
2024$4,313 per active participant
2023$2,637 per active participant
2022$2,645 per active participant

Primary Care Partners, Inc.'s 2024 employer contribution ran above the $2,416 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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$37,665
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (participants)$72,212
LPL FINANCIAL RPCP · Investment management$25,000
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,069

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$139,309 · 0.32%
2023$112,778 · 0.30%
2022$115,422 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
South Denver Cardiology CO$50.7M · 0.20%
Panorama Eye Care, LLC CO$47.5M · 0.03%
Corus Orthodontists LLC CO$42.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841456669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.