Plan Ledger DOL Form 5500 · updated monthly

Adc Physicians, P.A.401(k)

ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Adc Physicians, P.A. reported $82,613 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $9,494 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 3 years on file its reported administrative ratio has held roughly steady near 0.097%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 705th-largest of 5,688 plans among Texas employers on file, and the 1,189th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 96 to 109 since 2022.

Plan summary
Net assets, end of year$89,432,550
Participants with balances290
Active participants109
Employer contributions$1,034,890
Employee contributions$2,236,275
Employer contribution per active participant$9,494
Average account balance$308,388
Benefits paid to participants$7,201,478
Plan auditUnmodified (clean) audit opinion
AuditorATCHLEY & ASSOCIATES, L.L.P
Plan history3
Yearassets · accounts · employer contribution
2024$89.4M · 290 accts · $1.0M emplr
2023$81.7M · 307 accts · $1.0M emplr
2022$71.4M · 318 accts · $976K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,613
Total administrative$82,613
The Adc Physicians, P.A. 401(k) match · 2024
Employer contribution per active participant$9,494
Median for plans this size$3,635
2024$9,494 per active participant
2023$9,594 per active participant
2022$10,171 per active participant

Adc Physicians, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$82,613

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$82,613 · 0.10%
2023$73,962 · 0.10%
2022$82,544 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Uvp Management, LLC TX$92.5M · 0.25%
Lifespace Communities, Inc. TX$76.7M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873770230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.