Plan Ledger DOL Form 5500 · updated monthly

The Colorado Health Foundation401(k)

THE COLORADO HEALTH FOUNDATION 401(K) RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

The Colorado Health Foundation reported $9,974 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $17,532 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 rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 389th-largest of 1,461 plans among Colorado employers on file, and the 763rd of 3,341 in other services. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves; active participation has grown from 58 to 69 since 2022.

Plan summary
Net assets, end of year$28,553,568
Participants with balances131
Active participants69
Employer contributions$1,209,686
Employee contributions$753,109
Employer contribution per active participant$17,532
Average account balance$217,966
Benefits paid to participants$2,928,788
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 131 accts · $1.2M emplr
2023$25.8M · 134 accts · $1.0M emplr
2022$20.8M · 122 accts · $821K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,362
Total administrative$9,974
The The Colorado Health Foundation 401(k) match · 2024
Employer contribution per active participant$17,532
Median for plans this size$2,416
2024$17,532 per active participant
2023$14,016 per active participant
2022$14,147 per active participant

The Colorado Health Foundation'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 · 20241

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$9,974 · 0.04%
2023$15,682 · 0.07%
2022$7,418 · 0.03%
Similar plansOther Services · Colorado
Mgma-Acmpe CO$35.2M · 0.29%
Donor Alliance, Inc. CO$34.0M · 0.03%
Salud Family Health, Inc. CO$33.7M · 0.27%
USA Hockey, Inc. CO$28.9M · 0.34%
Zynex, Inc. CO$19.8M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742568941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.