Plan Ledger DOL Form 5500 · updated monthly

Rocky Mountain Gastroenterology Assoc.401(k)

ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Rocky Mountain Gastroenterology Assoc. reported $94,991 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $11,108 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 fell from 0.20% to 0.18%. 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 225th-largest of 1,461 plans among Colorado employers on file, and the 1,717th of 11,911 in health care & social assistance. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$55,589,651
Participants with balances241
Active participants131
Employer contributions$1,455,208
Employee contributions$1,016,460
Employer contribution per active participant$11,108
Average account balance$230,662
Benefits paid to participants$5,349,422
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.6M · 241 accts · $1.5M emplr
2023$49.6M · 242 accts · $1.3M emplr
2022$41.8M · 227 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,188
Investment management$36,803
Total administrative$94,991
The Rocky Mountain Gastroenterology Assoc. 401(k) match · 2024
Employer contribution per active participant$11,108
Median for plans this size$3,635
2024$11,108 per active participant
2023$9,196 per active participant
2022$9,109 per active participant

Rocky Mountain Gastroenterology Assoc.'s 2024 employer contribution ran above the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$58,188
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$36,803

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$94,991 · 0.18%
2023$90,747 · 0.20%
2022$91,672 · 0.20%
Same employer
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Paladina Health LLC CO$68.0M · 0.47%
U.S. Nursing Corporation CO$61.8M · 0.20%
South Denver Cardiology CO$50.7M · 0.20%
Panorama Eye Care, LLC CO$47.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841350358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.