Retirement plan

COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN

Name: COLORADO PERMANENTE MEDICAL GROUP, P.C. - COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN (2024) Form 5500
Creator: COLORADO PERMANENTE MEDICAL GROUP, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN, COLORADO PERMANENTE MEDICAL GROUP, P.C.

COLORADO PERMANENTE MEDICAL GROUP, P.C.EIN 84-0832336Plan #002PY 2024

10350 E. DAKOTA AVE. - DENVER, CO 80247303-344-7777LinkedIn1001-5000 employeesmedical practice

Other plans on this EIN

2 filings

#001Retirement-$649.5M assets #003Retirement-$66.4M assets

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$1004.3M

+9.1% from 2023

Total participants

1,736

-2.8% from 2023

Average account balance

$630,837

+13.8% from 2023

Annual return

13.87%

-4.11 pp from 2023

Benchmarks

See 1,436 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,436 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.00B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$631K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,592

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

88.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$40K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$131

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 13 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$59,415
GHP INVESTMENT ADVISORS INC3 years Service code 26 · EIN 84-1314618	Advisory (Participants)	$32,285
SCHULTZE3 years Filed as: SCHULTZE ASSET MANAGEMENT LP Service code 26 · EIN 22-3563247	Advisory (Participants)	$30,501
SOLTIS INVESTMENT ADVISORS1 year Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 26 · EIN 27-3188744	Advisory (Participants)	$13,277
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800	Advisory (Participants)	$11,935
CAPITAL ADVISORS INC1 year Service code 26 · EIN 73-1044294	Advisory (Participants)	$11,512
MOUNTAIN CAPITAL INVESTMENT AD3 years Service code 26 · EIN 27-4826969	Advisory (Participants)	$10,385
WEALTH ENHANCEMENT ADVISORY SE2 years Service code 26 · EIN 41-2016508	Advisory (Participants)	$10,065
MATTERN CAPITAL MANAGEMENT LLC1 year Service code 26 · EIN 83-1869407	Advisory (Participants)	$8,058
SHARKEY, HOWES & JAVER INC.1 year Filed as: SHARKEY HOWES & JAVER INC Service code 26 · EIN 84-1156231	Advisory (Participants)	$6,569

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$208K

$165 / participant

Recordkeeping$5K2.4%
Investment mgmt$197K94.7%
Other / not subdivided$6K2.8%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $5,923
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$630,837

$53,136+1087.2%

$155,509+305.7%

$199,593+216.1%

Participation rate

88.6%

64.1%+24.5pp

78.2%+10.4pp

72.0%+16.6pp

Annual return

13.87%

41.15%-27.3pp

64.67%-50.8pp

34.25%-20.4pp

Employer contribution / active EE

$12,250

$1,851+561.8%

$4,672+162.2%

$3,034+303.7%

Participant deferral / active EE

$28,225

$3,161+793.0%

$5,626+401.7%

$5,087+454.9%

Admin fee / account holder

$131

$185-29.5%

$15,912-99.2%

$269-51.4%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.3 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$59,415

GHP INVESTMENT ADVISORS INC3 years

Service code 26 · EIN 84-1314618

Advisory (Participants)

$32,285

SCHULTZE3 years

Filed as: SCHULTZE ASSET MANAGEMENT LP

Service code 26 · EIN 22-3563247

Advisory (Participants)

$30,501

SOLTIS INVESTMENT ADVISORS1 year

Filed as: SOLTIS INVESTMENT ADVISORS LLC

Service code 26 · EIN 27-3188744

Advisory (Participants)

$13,277

FISHER INVESTMENTS1 year

Service code 26 · EIN 20-2480800

Advisory (Participants)

$11,935

CAPITAL ADVISORS INC1 year

Service code 26 · EIN 73-1044294

Advisory (Participants)

$11,512

MOUNTAIN CAPITAL INVESTMENT AD3 years

Service code 26 · EIN 27-4826969

Advisory (Participants)

$10,385

WEALTH ENHANCEMENT ADVISORY SE2 years

Service code 26 · EIN 41-2016508

Advisory (Participants)

$10,065

MATTERN CAPITAL MANAGEMENT LLC1 year

Service code 26 · EIN 83-1869407

Advisory (Participants)

$8,058

SHARKEY, HOWES & JAVER INC.1 year

Filed as: SHARKEY HOWES & JAVER INC

Service code 26 · EIN 84-1156231

Advisory (Participants)

$6,569

COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion