Plan Ledger DOL Form 5500 · updated monthly

Aspire Allergy & Sinus401(k)

ASPIRE ALLERGY & SINUS 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Aspire Allergy & Sinus reported $44,137 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,369 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 fell from 0.51% to 0.39%. 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 the 2,699th-largest of 5,688 plans among Texas employers on file, and the 4,976th of 11,911 in health care & social assistance. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,711,389
Participants with balances209
Active participants322
Employer contributions$440,773
Employee contributions$982,290
Employer contribution per active participant$1,369
Average account balance$60,820
Benefits paid to participants$621,975
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 209 accts · $441K emplr
2023$10.2M · 203 accts · $406K emplr
2022$7.8M · 198 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,137
Total administrative$44,137
The Aspire Allergy & Sinus 401(k) match · 2024
Employer contribution per active participant$1,369
Median for plans this size$2,416
2024$1,369 per active participant
2023$1,286 per active participant
2022$1,135 per active participant

Aspire Allergy & Sinus's 2024 employer contribution ran below the $2,416 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 · 20241
EQUITABLE · Recordkeeping · Trustee (directed)$50,202

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

Recordkeeper by year2
2024EQUITABLE
2023EQUITABLE

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

Administrative cost history3
2024$44,137 · 0.39%
2023$36,692 · 0.41%
2022$27,414 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Ppg Health, PA TX$12.8M · 0.66%
Child, Inc. TX$12.7M · 0.36%
Houston Physician Hospital TX$12.6M · 0.85%
United Medical Center TX$12.4M · 0.26%
El Campo Memorial Hospital TX$12.3M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462952579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.