Plan Ledger DOL Form 5500 · updated monthly

Anesthesiologists Associated, PC401(k)

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Anesthesiologists Associated, PC reported $137,432 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $12,377 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 0.11% to 0.16%. 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 79th-largest of 902 plans among Alabama employers on file, and the 1,140th of 11,911 in health care & social assistance. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 325 to 411 since 2022.

Plan summary
Net assets, end of year$95,462,918
Participants with balances513
Active participants411
Employer contributions$5,086,956
Employee contributions$5,048,938
Employer contribution per active participant$12,377
Average account balance$186,088
Benefits paid to participants$5,544,556
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.5M · 513 accts · $5.1M emplr
2023$79.3M · 482 accts · $4.6M emplr
2022$66.4M · 443 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Investment management$137,432
Total administrative$137,432
The Anesthesiologists Associated, PC 401(k) match · 2024
Employer contribution per active participant$12,377
Median for plans this size$3,635
2024$12,377 per active participant
2023$13,077 per active participant
2022$13,006 per active participant

Anesthesiologists Associated, PC's 2024 employer contribution ran above the $3,635 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 · 20241
OSAIC WEALTH INC · Investment advisory (plan)$55,500

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$137,432 · 0.16%
2023$105,046 · 0.14%
2022$81,263 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
Rehab Employee Services, LLC AL$208.6M · 0.30%
Uab Medicine Enterprise AL$122.3M · 0.16%
Nhs Management, LLC AL$97.2M · 0.18%
Premier Medical Group, Inc. AL$83.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630577011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.