Plan Ledger DOL Form 5500 · updated monthly

Associated Clinicians of East Texas, PLLC401(k)

ASSOCIATED CLINICIANS OF EAST TEXAS RETIREMENT PLAN · LONGVIEW, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Associated Clinicians of East Texas, PLLC reported $16,507 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.09% to 0.06%. 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 1,551st-largest of 5,688 plans among Texas employers on file, and the 2,794th of 11,911 in health care & social assistance. active participation has grown from 403 to 473 since 2022.

Plan summary
Net assets, end of year$29,804,246
Participants with balances459
Active participants473
Employer contributions$0
Employee contributions$2,369,582
Employer contribution per active participant$0
Average account balance$64,933
Benefits paid to participants$2,012,535
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P. C.
Plan history3
Yearassets · accounts · employer contribution
2024$29.8M · 459 accts
2023$24.7M · 457 accts · $3K emplr
2022$20.9M · 489 accts · $2K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,769
Investment management$4,738
Total administrative$16,507
The Associated Clinicians of East Texas, PLLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$7 per active participant
2022$4 per active participant

Associated Clinicians of East Texas, PLLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,769

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$16,507 · 0.06%
2023$17,254 · 0.08%
2022$21,029 · 0.09%
Similar plansHealth Care & Social Assistance · Texas
Therapy 2000, Inc. TX$30.6M · 0.40%
Lone Star Circle of Care TX$29.4M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352585434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.