Plan Ledger DOL Form 5500 · updated monthly

Allergy Partners, PLLC401(k)

ALLERGY PARTNERS MANAGEMENT LLC RETIREMENT SAVINGS PLAN · SKYLAND, NC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Allergy Partners, PLLC reported $174,862 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,208 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 3 years on file its reported administrative ratio has held roughly steady near 0.136%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 160th-largest of 2,005 plans among North Carolina employers on file, and the 845th of 11,911 in health care & social assistance. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 855 to 1,291 since 2022.

Plan summary
Net assets, end of year$136,497,010
Participants with balances1,070
Active participants1,291
Employer contributions$1,559,156
Employee contributions$5,071,260
Employer contribution per active participant$1,208
Average account balance$127,567
Benefits paid to participants$9,643,773
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$136.5M · 1,070 accts · $1.6M emplr
2023$119.8M · 1,090 accts · $8.2M emplr
2022$95.6M · 1,045 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,055
Investment management$53,123
Total administrative$174,862
The Allergy Partners, PLLC 401(k) match · 2024
Employer contribution per active participant$1,208
Median for plans this size$3,635
2024$1,208 per active participant
2023$8,739 per active participant
2022$5,324 per active participant

Allergy Partners, PLLC's 2024 employer contribution ran below the $3,635 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$107,965
MMA SECURITIES LLC · Investment advisory (plan)$27,742
ONEDIGITAL INVESTMENTS · Investment advisory (plan)$17,000
CRAWFORD INVESTMENT COUNSEL IN · Investment advisory (participants)$8,995
WEALTH CARE CAPITAL · Investment advisory (plan)$8,287

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

Administrative cost history3
2024$174,862 · 0.14%
2023$146,850 · 0.14%
2022$143,357 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Wilmington Health, PLLC NC$166.3M · 0.32%
Eastern Radiologists, Inc. NC$132.5M · 0.10%
Physicians East PA NC$114.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561249571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.