Plan Ledger DOL Form 5500 · updated monthly

Affiliated Sante Group403(b)

SANTE GROUP COMPANIES 403B RETIREMENT PLAN · SILVER SPRING, MD · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Affiliated Sante Group reported $16,265 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $295 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 0.31% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,177th of 1,671), and 7,178th of 11,911 in health care & social assistance. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has grown from 393 to 508 since 2022.

Plan summary
Net assets, end of year$6,355,295
Participants with balances300
Active participants508
Employer contributions$150,113
Employee contributions$459,284
Employer contribution per active participant$295
Average account balance$21,184
Benefits paid to participants$853,930
Plan auditUnmodified (clean) audit opinion
AuditorGORFINE SCHILLER & GARDYN PA
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 300 accts · $150K emplr
2023$5.8M · 321 accts · $175K emplr
2022$4.5M · 167 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,265
Total administrative$16,265
Employer contributions to the Affiliated Sante Group plan · 2024
Employer contribution per active participant$295
Median for plans this size$1,313
2024$295 per active participant
2023$380 per active participant
2022$348 per active participant

Affiliated Sante Group's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,127
LPL FINANCIAL LLC · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$16,265 · 0.27%
2023$16,231 · 0.32%
2022$17,279 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Sh Franchising, LLC MD$6.9M · 0.82%
Omv Medical, Inc. MD$6.3M · 0.51%
Dove Pointe, Inc. MD$6.2M · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521729566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.