# Northern Colorado Anesthesia Professionals, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/northern-colorado-anesthesia-professionals-pllc-401k-plan

> Northern Colorado Anesthesia Professionals, PLLC&#39;s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northern Colorado Anesthesia Professionals, PLLC

- **Sponsor EIN:** 841439630

- **Sponsor Address:** 3702 AUTOMATION WAY SUITE 103, FORT COLLINS, CO, 80525

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

- **Total Participants:** 113

- **Total Assets:** $66.8M

## 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|113|$66.8M|$3.1M|$2.4M|

| 2023|109|$57.1M|$2.9M|$2.3M|

| 2022|114|$50.3M|$2.7M|$2.0M|

## 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|

| CREATIVE PLANNING|NONE|$187,607|—|$187,607|

| TPP RETIREMENT PLAN SPECIALISTS|NONE|$8,012|—|$8,012|

| RAYMOND JAMES FINANCIAL SERVICES|NONE|$6,755|—|$6,755|

| MATRIX BROADRIDGE|NONE|$5,892|—|$5,892|

| SOUKUP, BUSH & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — NONE

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — NONE

- [MATRIX BROADRIDGE](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [SOUKUP, BUSH & ASSOCIATES, P.C.](https://planprovider.pro/provider/soukup-bush-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $208,266

- **Estimated Expense Ratio:** 0.312% 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|$205,085|$191,181|—|—|—|

| 2023|$182,735|$170,553|$12,182|—|—|

| 2022|$184,050|$175,972|$8,078|—|—|

## Similar Plans

- [Colorado Ob/Gyn Partners, PLLC](https://planprovider.pro/companies/colorado-ob-gyn-partners-pllc-401k-plan) — 112 participants

- [Rocky Mountain Eye Center, INC.](https://planprovider.pro/companies/rocky-mountain-eye-center-inc-401k-plan) — 114 participants

- [Critical Care & Pulmonary Consultants, P.C.](https://planprovider.pro/companies/critical-care-pulmonary-consultants-p-c-plan) — 112 participants

- [Colorado Physician Partners, PLLC](https://planprovider.pro/companies/colorado-physician-partners-pllc-401k-plan) — 111 participants

- [Vail-Summit Orthopaedics, PC](https://planprovider.pro/companies/vail-summit-orthopaedics-pc-plan) — 110 participants

- [Cedar Point Health LLC](https://planprovider.pro/companies/cedar-point-health-llc-401k-plan) — 117 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northern-colorado-anesthesia-professionals-pllc-401k-plan)

&copy; 2026 PlanProvider.Pro
