Plan Ledger DOL Form 5500 · updated monthly

American Multispecialty Group dba Esse Health401(k)

ESSE HEALTH PROFIT SHARING PLAN · ST LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

American Multispecialty Group dba Esse Health reported $410,947 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,184 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 0.19% to 0.20%. 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 115th-largest of 1,393 plans among Missouri employers on file, and the 625th of 11,911 in health care & social assistance. In 2024, employees put in $3.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$206,451,313
Participants with balances1,006
Active participants803
Employer contributions$1,753,558
Employee contributions$5,773,533
Employer contribution per active participant$2,184
Average account balance$205,220
Benefits paid to participants$21,761,190
Plan auditUnmodified (clean) audit opinion
AuditorMAHER AND COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$206.5M · 1,006 accts · $1.8M emplr
2023$196.6M · 1,100 accts · $6.1M emplr
2022$169.2M · 1,094 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$181,609
Investment management$229,338
Total administrative$410,947
The American Multispecialty Group dba Esse Health 401(k) match · 2024
Employer contribution per active participant$2,184
Median for plans this size$3,635
2024$2,184 per active participant
2023$7,062 per active participant
2022$6,642 per active participant

American Multispecialty Group dba Esse Health's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20243
ACROPOLIS INVESTMENT MANAGEMENT · Recordkeeping$229,338
PCS RETIREMENT, LLC · Claims processing · Contract administrator$166,159
DWC ERISA CONSULTANTS, LLC · Pension consulting$13,815

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

Recordkeeper by year2
2024ACROPOLIS INVESTMENT MANAGEMENT, PCS Retirement
2023ACROPOLIS INVESTMENT MANAGEMENT, PCS Retirement

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

Administrative cost history3
2024$410,947 · 0.20%
2023$371,019 · 0.20%
2022$351,419 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Saint Francis Medical Center MO$218.6M · 0.17%
Freeman Health System MO$213.3M · 0.30%
Compass Health, Inc. MO$211.5M · 0.07%
Boone Health, Inc. MO$159.1M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431383893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.