Plan Ledger DOL Form 5500 · updated monthly

South Denver Cardiology401(k)

SOUTH DENVER CARDIOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING PLAN · LITTLETON, CO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

South Denver Cardiology reported $98,498 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,199 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 0.26% to 0.20%. 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 238th-largest of 1,461 plans among Colorado employers on file, and the 1,860th of 11,911 in health care & social assistance. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 166 to 271 since 2022.

Plan summary
Net assets, end of year$50,683,142
Participants with balances396
Active participants271
Employer contributions$1,679,861
Employee contributions$1,730,684
Employer contribution per active participant$6,199
Average account balance$127,988
Benefits paid to participants$6,433,292
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.7M · 396 accts · $1.7M emplr
2023$47.0M · 305 accts · $1.6M emplr
2022$38.3M · 277 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,498
Total administrative$98,498
The South Denver Cardiology 401(k) match · 2024
Employer contribution per active participant$6,199
Median for plans this size$2,416
2024$6,199 per active participant
2023$8,054 per active participant
2022$8,639 per active participant

South Denver Cardiology'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 · 20245
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$154
NOBLE WEALTH MANAGEMENT P.B.C. · Investment management · Securities brokerageindirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)indirect comp
MERRILL LYNCH PIERCE FENNER SMITH · Investment management · Securities brokerageindirect comp
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$98,498 · 0.20%
2023$106,195 · 0.25%
2022$113,280 · 0.26%
Similar plansHealth Care & Social Assistance · Colorado
U.S. Nursing Corporation CO$61.8M · 0.20%
Panorama Eye Care, LLC CO$47.5M · 0.03%
Primary Care Partners, Inc. CO$46.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840639881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.