Plan Ledger DOL Form 5500 · updated monthly

Allergy and Asthma Management, Inc.401(k)

ALLERGY AND ASTHMA MANAGEMENT INC 401(K) PLAN · POTOMAC, MD · plan year 2020

Reported admin expense ratio · 2020
0.51%

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

Allergy and Asthma Management, Inc. reported $7,426 in plan administrative expenses for 2020: 0.51% of average plan assets, above the peer median. Employer contributions averaged $1,829 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 rose from 0.51% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,546th of 1,671), and 10,228th of 11,911 in health care & social assistance. In 2020, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,789,443
Participants with balances74
Active participants152
Employer contributions$277,939
Employee contributions$200,397
Employer contribution per active participant$1,829
Average account balance$24,182
Benefits paid to participants$80,839
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2022$1.2M · 88 accts · $165K emplr
2020$1.8M · 74 accts · $278K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$7,426
Total administrative$7,426
The Allergy and Asthma Management, Inc. 401(k) match · 2020
Employer contribution per active participant$1,829
Median for plans this size$893

Allergy and Asthma Management, Inc.'s 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$10,595 · 0.55%
2020$7,426 · 0.51%
Similar plansHealth Care & Social Assistance · Maryland
Star Community, Inc. MD$1.8M · 1.07%
Friends Aware, Inc. MD$1.7M · 0.03%
Btst Services LLC MD$1.7M · 1.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472457063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.