Plan Ledger DOL Form 5500 · updated monthly

Atlanta Women's Health Group, P.C.401(k)

ATLANTA WOMEN'S HEALTH GROUP, P.C. 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Atlanta Women's Health Group, P.C. reported $134,909 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $10,215 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 0.32% to 0.10%. 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 221st-largest of 2,160 plans among Georgia employers on file, and the 813th of 11,911 in health care & social assistance. In 2024, the employer put in $1.50 for every $1.00 employees contributed themselves; active participation has grown from 621 to 717 since 2022.

Plan summary
Net assets, end of year$143,881,391
Participants with balances1,084
Active participants717
Employer contributions$7,324,490
Employee contributions$4,892,561
Employer contribution per active participant$10,215
Average account balance$132,732
Benefits paid to participants$10,626,563
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$143.9M · 1,084 accts · $7.3M emplr
2023$127.6M · 942 accts · $6.6M emplr
2022$105.2M · 958 accts · $5.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,909
Investment management$25,000
Total administrative$134,909
The Atlanta Women's Health Group, P.C. 401(k) match · 2024
Employer contribution per active participant$10,215
Median for plans this size$3,635
2024$10,215 per active participant
2023$9,400 per active participant
2022$9,402 per active participant

Atlanta Women's Health Group, P.C.'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 · 20243
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$109,909
RESOURCES INVESTMENT ADVISORS, LLC · Investment advisory (plan)$12,500
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,500

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$134,909 · 0.10%
2023$401,227 · 0.34%
2022$349,811 · 0.32%
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Source: U.S. Department of Labor, Form 5500 series, EIN 582422542 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.