Plan Snapshot
- Plan Sponsor: Orthopedic Centers Of Colorado, LLC
- Sponsor EIN: 475021191
- Sponsor Address: 8101 E. LOWRY BOULEVARD - SUITE 120, DENVER, CO, 80230
- Plan Type: 401(k)
- Total Participants: 612
- Total Assets: $80.9M
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 | 612 | $80.9M | $3.7M | $3.1M |
| 2023 | 438 | $80.3M | $0 | $2.8M |
| 2022 | 426 | $71.9M | $6.9M | $3.1M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $76,615 | — | $76,615 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $66,828 | — | $66,828 |
| THE MANDMARBLESTONE GROUP LLC | Recordkeeper | $32,650 | — | $32,650 |
| CAPITAL ADVISORS INC. | Investment Advisor | $11,982 | — | $11,982 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,075
- Estimated Expense Ratio: 0.232% 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 | $196,563 | $87,113 | — | — | — |
| 2023 | $152,478 | $55,000 | — | — | — |
| 2022 | $148,244 | $55,000 | $64,643 | — | $28,601 |