Plan Ledger DOL Form 5500 · updated monthly

Aa Obgyn, PLLC401(k)

AA OBGYN, PLLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Aa Obgyn, PLLC reported $90,629 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $5,302 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.34% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,407th-largest of 5,688 plans among Texas employers on file, and the 2,537th of 11,911 in health care & social assistance. In 2024, employees put in $1.12 for every $1.00 the employer contributed; active participation has grown from 120 to 183 since 2022.

Plan summary
Net assets, end of year$33,835,660
Participants with balances182
Active participants183
Employer contributions$970,237
Employee contributions$1,089,532
Employer contribution per active participant$5,302
Average account balance$185,910
Benefits paid to participants$175,798
Plan auditUnmodified (clean) audit opinion
AuditorGREENWALKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.8M · 182 accts · $970K emplr
2023$27.9M · 171 accts · $858K emplr
2022$23.0M · 155 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,530
Investment management$51,199
Audit (IQPA)$19,900
Total administrative$90,629
The Aa Obgyn, PLLC 401(k) match · 2024
Employer contribution per active participant$5,302
Median for plans this size$2,416
2024$5,302 per active participant
2023$6,352 per active participant
2022$6,511 per active participant

Aa Obgyn, PLLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
AUSTIN MONEY MANAGEMENT · Investment advisory (plan)$44,185
GREERWALKER LLP · Accounting / audit$19,900
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,530
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,014

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$90,629 · 0.29%
2023$72,288 · 0.28%
2022$85,100 · 0.34%
Similar plansHealth Care & Social Assistance · Texas
Umc Physicians TX$35.9M · 0.09%
Radiology Associates, LLP TX$34.4M · 0.24%
Renal Associates, P.A. TX$33.0M · 0.30%
Signet Health Corporation TX$32.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741700873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.