Plan Ledger DOL Form 5500 · updated monthly

Southern Colorado Clinic, PC401(k)

SOUTHERN COLORADO CLINIC, PC 401(K) PROFIT SHARING PLAN · PUEBLO, CO · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Southern Colorado Clinic, PC reported $26,298 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $3,549 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (997th of 1,461), and 7,440th of 11,911 in health care & social assistance. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,846,265
Participants with balances153
Active participants86
Employer contributions$305,212
Employee contributions$495,679
Employer contribution per active participant$3,549
Average account balance$38,211
Benefits paid to participants$1,407,119
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN, KAST, RYAN AND CO
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,109
Investment management$189
Total administrative$26,298
The Southern Colorado Clinic, PC 401(k) match · 2022
Employer contribution per active participant$3,549
Median for plans this size$1,114

Southern Colorado Clinic, PC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$26,298 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Preparis, Inc. CO$6.2M · 0.64%
Continuum of Colorado CO$6.0M · 0.31%
Trumpet Behavioral Health CO$5.9M · 0.58%
West Central, Inc CO$5.6M · 0.07%
Cgpp Management LLC CO$5.4M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841074070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.