Plan Ledger DOL Form 5500 · updated monthly

San Luis Valley Behavioral Health Group, Inc.401(k)

SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN · ALAMOSA, CO · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

San Luis Valley Behavioral Health Group, Inc. reported $76,346 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,513 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 1.30% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (872nd of 1,461), and 6,395th of 11,911 in health care & social assistance. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 163 to 142 since 2022.

Plan summary
Net assets, end of year$8,111,376
Participants with balances161
Active participants142
Employer contributions$356,847
Employee contributions$506,247
Employer contribution per active participant$2,513
Average account balance$50,381
Benefits paid to participants$791,148
Plan auditUnmodified (clean) audit opinion
AuditorBIGGS, KOFFORD & CO. P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 161 accts · $357K emplr
2023$7.3M · 166 accts · $358K emplr
2022$6.0M · 163 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,915
Investment management$25,431
Total administrative$76,346
The San Luis Valley Behavioral Health Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,513
Median for plans this size$1,313
2024$2,513 per active participant
2023$2,326 per active participant
2022$2,009 per active participant

San Luis Valley Behavioral Health Group, Inc.'s 2024 employer contribution ran above the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$50,914
IMA WEALTH, INC. · Investment advisory (plan)$25,431

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$76,346 · 0.99%
2023$71,836 · 1.09%
2022$88,968 · 1.30%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Denver Rescue Mission CO$8.7M · 0.43%
Matrix Providers Inc. CO$8.7M · 1.11%
Intervention Inc. CO$8.4M · 0.39%
Urology Associates, P.C. CO$8.3M · 0.87%
Inreach Healthcare, LLC CO$7.7M · 1.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272126155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.