Plan Ledger DOL Form 5500 · updated monthly

Allergy Associates, P.A.401(k)

ALLERGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2023

Reported admin expense ratio · 2023
0.04%

Allergy Associates, P.A. reported $7,000 in plan administrative expenses for 2023: 0.04% 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 2 years on file its reported administrative ratio rose from 0.05% to 0.06%. 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 552nd-largest of 1,496 plans among Tennessee employers on file, and the 3,710th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$19,919,725
Participants with balances268
Active participants281
Employer contributions—
Employee contributions$1,240,686
Employer contribution per active participant—
Average account balance$74,327
Benefits paid to participants$1,930,201
Plan auditUnmodified (clean) audit opinion
AuditorPUGH CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 269 accts
2023$19.9M · 268 accts
2022$16.3M · 258 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,887
Trustee / custodial$113
Total administrative$7,000
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.

Service providers · 20231
THE TRUST COMPANY OF TENNESSEE · Recordkeeping · Trustee$7,000

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

Recordkeeper by year2
2024THE TRUST COMPANY OF TENNESSEE
2023THE TRUST COMPANY OF TENNESSEE

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

Administrative cost history3
2024$10,931 · 0.06%
2023$7,000 · 0.04%
2022$6,847 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Clean Slate Centers, Inc. TN$20.0M · 0.66%
Plaza Radiology, LLC TN$20.0M · 0.40%
Sees Group, LLC TN$18.7M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620863368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.