Plan Ledger DOL Form 5500 · updated monthly

Urology Associates, P.C.401(k)

EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. · LONE TREE, CO · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Urology Associates, P.C. reported $68,955 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,395 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 3 years on file its reported administrative ratio has held roughly steady near 0.87%. 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 (865th of 1,461), and 6,329th of 11,911 in health care & social assistance. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has shrunk from 53 to 41 since 2022.

Plan summary
Net assets, end of year$8,294,547
Participants with balances96
Active participants41
Employer contributions$344,208
Employee contributions$288,534
Employer contribution per active participant$8,395
Average account balance$86,402
Benefits paid to participants$666,313
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 96 accts · $344K emplr
2023$7.5M · 103 accts · $285K emplr
2022$6.5M · 134 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,901
Investment management$30,054
Total administrative$68,955
The Urology Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$8,395
Median for plans this size$1,313
2024$8,395 per active participant
2023$6,325 per active participant
2022$5,751 per active participant

Urology Associates, P.C.'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 · 20244
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$18,781
DAVID TURNER, RAYMOND JAMES · Investment advisory (plan)$15,179
EXPAND FINANCIAL · Investment advisory (plan)$11,273
ASCENSUS · Contract administrator$9,147

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$68,955 · 0.87%
2023$52,691 · 0.75%
2022$59,774 · 0.86%
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%
Inreach Healthcare, LLC CO$7.7M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841075575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.