# Bouldercentre For Orthopedics, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/bouldercentre-for-orthopedics-p-c-401k-plan

> Bouldercentre For Orthopedics, P.C.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bouldercentre For Orthopedics, P.C.

- **Sponsor EIN:** 840614901

- **Sponsor Address:** 4740 PEARL PARKWAY, SUITE 200, BOULDER, CO, 80301

- **Plan Type:** 401(k)

- **Total Participants:** 128

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|128|$13.1M|$501,210|$812,537|

| 2023|111|$12.7M|$466,288|$774,196|

| 2022|115|$10.5M|$568,746|$699,148|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$28,132|—|$28,132|

| EMPOWER ADVISORY GROUP|INVESTMENT MGMT|$6,824|—|$6,824|

| ASCENSUS HOLDINGS|CONTRACT ADMIN|$6,113|—|$6,113|

| METZ CPA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [METZ CPA PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,069

- **Estimated Expense Ratio:** 0.313% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$69,342|—|$69,342|—|—|

| 2023|$66,372|—|$66,372|—|—|

| 2022|$57,351|—|$57,351|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bouldercentre-for-orthopedics-p-c-401k-plan)

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