Orthopaedic & Spine Center of the Rockies 401(k) match, vesting and fees
What Orthopaedic & Spine Center of the Rockies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Orthopaedic & Spine Center of the Rockies: employer contribution per participant | $3,649 | |
| Peer median | $1,337 |
| Orthopaedic & Spine Center of the Rockies: average balance | $117,367 | |
| Peer median | $35,764 |
| Orthopaedic & Spine Center of the Rockies: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $82.4M at the end of plan year 2021 to $87.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 751 | $87.6M | $2.7M | $3,649 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 693 | $76.5M | $3.7M | $5,383 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 667 | $67.5M | $2.4M | $3,836 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 596 | $82.4M | $2.3M | $3,803 | 0.14% | Not published | Form 5500 ↗ |
Other Orthopaedic & Spine Center of the Rockies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Orthopaedic & Spine Center of the Rockies match 401(k) contributions?
The match terms for the Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $3,649 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopaedic & Spine Center of the Rockies 401(k) match vested?
The vesting schedule for the Orthopaedic & Spine Center of the Rockies, P.C. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopaedic & Spine Center of the Rockies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance. The plan administrator is Orthopaedic & Spine Center of the Rockies, PC.
I left Orthopaedic & Spine Center of the Rockies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopaedic & Spine Center of the Rockies, PC, (970) 493-0112) or the recordkeeper, Principal Life Insurance. The Orthopaedic & Spine Center of the Rockies old 401(k) page lists the contacts from every plan filing. Find an old Orthopaedic & Spine Center of the Rockies 401(k)
Data from the public Form 5500 annual reports Orthopaedic & Spine Center of the Rockies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Orthopaedic & Spine Center of the Rockies. Not financial advice. Report a correction · Methodology