# Onpoint Medical Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/onpoint-medical-group-llc-401k-plan

> Onpoint Medical Group, LLC's 401(k) plan: 330 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Onpoint Medical Group, LLC

- **Sponsor EIN:** 364778373

- **Sponsor Address:** 1805 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO, 80129

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

- **Total Participants:** 330

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|330|$12.7M|$697,870|$1.4M|

| 2023|322|$9.9M|$653,143|$1.3M|

| 2022|302|$7.4M|$555,817|$982,020|

## 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 LLC|NONE|$42,860|—|$42,860|

| STANCORP FINANCIAL GROUP|NONE|$40,619|—|$40,619|

| FORVIS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,479

- **Estimated Expense Ratio:** 0.655% 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|$83,480|$42,860|$40,620|—|—|

| 2023|$63,895|$31,804|$32,091|—|—|

| 2022|$57,344|—|$57,344|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/onpoint-medical-group-llc-401k-plan)

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