Plan Ledger DOL Form 5500 · updated monthly

Advanced Ent and Allergy, PLLC401(k)

ADVANCED ENT AND ALLERGY, PLLC PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.03%

Advanced Ent and Allergy, PLLC reported $4,928 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 301st-largest of 871 plans among Kentucky employers on file, and the 3,811th of 11,911 in health care & social assistance. In 2023, the employer put in $1.02 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$19,099,717
Participants with balances164
Active participants0
Employer contributions$575,000
Employee contributions$562,294
Employer contribution per active participant—
Average account balance$116,462
Benefits paid to participants$3,099,891
Plan auditUnmodified (clean) audit opinion
AuditorJONES, NALE & MATTINGLY PLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$19.1M · 164 accts · $575K emplr
2022$17.6M · 144 accts · $940K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,928
Total administrative$4,928
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024Not separately reported
2023$4,928 · 0.03%
2022$4,411 · 0.02%
Similar plansHealth Care & Social Assistance · Kentucky
Kentucky Blood Center KY$20.9M · 0.24%
Home of the Innocents, Inc. KY$20.4M · 0.21%
Ohio County Hospital KY$19.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270810245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.