Plan Ledger DOL Form 5500 · updated monthly

Vail-Summit Orthopaedics, PC401(k)

VAIL-SUMMIT ORTHOPAEDICS, PC 401K PROFIT SHARING PLAN · FRISCO, CO · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Vail-Summit Orthopaedics, PC reported $12,910 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,280 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 1 year on file its reported administrative ratio fell from 0.14% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 442nd-largest of 1,461 plans among Colorado employers on file, and the 3,253rd of 11,911 in health care & social assistance. In 2023, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,996,159
Participants with balances160
Active participants119
Employer contributions$747,355
Employee contributions$775,142
Employer contribution per active participant$6,280
Average account balance$149,976
Benefits paid to participants$1,546,207
Plan auditUnmodified (clean) audit opinion
AuditorDWC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $355K emplr
2023$24.0M · 160 accts · $747K emplr
2022$15.9M · 158 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Investment management$12,910
Total administrative$12,910
The Vail-Summit Orthopaedics, PC 401(k) match · 2023
Employer contribution per active participant$6,280
Median for plans this size$2,440
2023$6,280 per active participant
2022$14,122 per active participant

Vail-Summit Orthopaedics, PC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VANGUARD GROUP, INC. · Recordkeeping · Loan processing$14,060
ORGEL WEALTH MANAGEMENT · Investment advisory (plan)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
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024Not separately reported
2023$12,910 · 0.06%
2022$22,186 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Colorado

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Source: U.S. Department of Labor, Form 5500 series, EIN 680501385 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.