Plan Ledger DOL Form 5500 · updated monthly

Allied Physicians Surgery Center, LLC401(k)

ALLIED PHYSICIANS SURGERY CENTER, LLC 401(K) PROFIT SHARING PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Allied Physicians Surgery Center, LLC reported $55,573 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $5,763 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.

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 Indiana (791st of 1,562), and the 4,967th of 11,911 in health care & social assistance. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,749,614
Participants with balances142
Active participants126
Employer contributions$726,191
Employee contributions$699,629
Employer contribution per active participant$5,763
Average account balance$89,786
Benefits paid to participants$1,571,379
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,573
Total administrative$55,573
The Allied Physicians Surgery Center, LLC 401(k) match · 2024
Employer contribution per active participant$5,763
Median for plans this size$2,416

Allied Physicians Surgery Center, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
LATITUDE SERVICE COMPANY, INC · Recordkeeping$5,475
NORTH AMERICAN KTRADE ALLIANCE, LLC$30,376
MEEDER ADVISORY SERVICES, INC. · Investment management$21,385
CHARLES SCHWAB TRUST BANK · Custodial (securities)$2

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

Administrative cost history1
2024$55,573 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
New Hope of Indiana, Inc. IN$13.3M · 0.41%
Northeastern Center, Inc. IN$12.8M · 0.02%
Hopebridge, LLC IN$12.1M · 1.06%
Golden Living Centers IN$12.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352057452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.