Plan Ledger DOL Form 5500 · updated monthly

Aesthetic Physicians P.C.401(k)

FUTURE SAVINGS 401(K) RETIREMENT PLAN · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.62%

Aesthetic Physicians P.C. reported $67,304 in plan administrative expenses for 2024: 0.62% of average plan assets, higher 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 fell from 0.79% to 0.62%. 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 among the smaller plans on file in Washington (952nd of 1,714), and the 5,024th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$12,489,206
Participants with balances194
Active participants160
Employer contributions—
Employee contributions$3,296,603
Employer contribution per active participant—
Average account balance$64,377
Benefits paid to participants$1,331,505
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$12.5M · 194 accts
2023$9.2M · 193 accts · $5K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,304
Total administrative$67,304
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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$67,303
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$67,304 · 0.62%
2023$64,681 · 0.79%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Seattle Indian Health Board WA$14.1M · 0.09%
Solid Ground Washington WA$13.4M · 0.33%
Hospice of Spokane WA$12.2M · 0.42%
Plymouth Housing Group WA$12.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262453337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.