Plan Ledger DOL Form 5500 · updated monthly

Rocky Mountain Health Care Services403(b)

ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Rocky Mountain Health Care Services reported $126,339 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,215 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 0.93% to 0.80%. 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 566th-largest of 1,461 plans among Colorado employers on file, and the 3,959th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,083,732
Participants with balances766
Active participants439
Employer contributions$1,411,432
Employee contributions$2,064,269
Employer contribution per active participant$3,215
Average account balance$23,608
Benefits paid to participants$886,558
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 766 accts · $1.4M emplr
2023$13.6M · 715 accts · $1.3M emplr
2022$9.2M · 514 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,322
Investment management$62,017
Total administrative$126,339
Employer contributions to the Rocky Mountain Health Care Services plan · 2024
Employer contribution per active participant$3,215
Median for plans this size$2,416
2024$3,215 per active participant
2023$2,993 per active participant
2022$2,632 per active participant

Rocky Mountain Health Care Services's 2024 employer contribution ran above the $2,416 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 · 20243
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$64,322
WAVERLY ADVISORS · Investment advisory (plan)$48,572
RAINSBERGER WEALTH ADVISORS · Investment advisory (plan)$13,445

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$126,339 · 0.80%
2023$95,340 · 0.83%
2022$86,221 · 0.93%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Hero Dvo LLC CO$19.3M · 0.80%
Transcarent, Inc. CO$18.6M · 0.10%
Nurse-Family Partnership CO$18.4M · 0.71%
Summitstone Health Partners CO$18.0M · 0.23%
Espire Dental Practice, LLC CO$17.2M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840765729 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.