Plan Ledger DOL Form 5500 · updated monthly

Articularis Healthcare Group, Inc.401(k)

ARTICULARIS HEALTHCARE RETIREMENT PLAN · SUMMERVILLE, SC · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Articularis Healthcare Group, Inc. reported $81,228 in plan administrative expenses for 2023: 0.34% of average plan assets, above the peer median. Employer contributions averaged $7,626 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 0.35% to 0.42%. 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 207th-largest of 807 plans among South Carolina employers on file, and the 3,000th of 11,911 in health care & social assistance. In 2023, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$26,964,343
Participants with balances296
Active participants225
Employer contributions$1,715,912
Employee contributions$1,329,460
Employer contribution per active participant$7,626
Average account balance$91,096
Benefits paid to participants$820,103
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 232 accts · $1.3M emplr
2023$27.0M · 296 accts · $1.7M emplr
2022$21.5M · 325 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,327
Investment management$40,292
Total administrative$81,228
The Articularis Healthcare Group, Inc. 401(k) match · 2023
Employer contribution per active participant$7,626
Median for plans this size$2,440
2024$7,861 per active participant
2023$7,626 per active participant
2022$7,241 per active participant

Articularis Healthcare Group, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$25,570
EMPOWER ADVISORY GROUP, LLC · Investment management$14,722
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$9,925

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$95,027 · 0.42%
2023$81,228 · 0.34%
2022$77,400 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · South Carolina
Hmr Veterans Services, Inc. SC$35.0M · 0.70%
Hopehealth, Inc. SC$32.7M · 0.54%
Charleston Oncology, P.A. SC$26.3M · 0.09%
Orthosc, LLC SC$26.0M · 0.35%
White Oak Management, Inc. SC$25.5M · 0.03%
Columbia Eye Clinic, P.A. SC$24.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571099718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.