Plan Ledger DOL Form 5500 · updated monthly

Au Medical AssociatesMoney purchase plan

AU MEDICAL ASSOCIATES EMPLOYEES' MONEY PURCHASE PENSION PLAN · AUGUSTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.00%

Au Medical Associates reported $282 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. 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 8 years on file its reported administrative ratio fell from 0.01% to 0.00%. 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 669th-largest of 2,160 plans among Georgia employers on file, and the 2,797th of 11,911 in health care & social assistance. active participation has grown from 323 to 1,115 since 2016.

Plan summary
Net assets, end of year$29,767,102
Participants with balances1,355
Active participants1,115
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$21,968
Benefits paid to participants$2,800,139
Plan auditUnmodified (clean) audit opinion
Plan history7
Yearassets · accounts · employer contribution
2024$29.8M · 1,355 accts
2023$28.8M · 3,803 accts · $2.1M emplr
2022$24.9M · 347 accts · $1.2M emplr
2019$24.2M · 387 accts · $500K emplr
2018$22.4M · 420 accts · $2.2M emplr
2017$23.1M · 410 accts · $1.8M emplr
2016$19.8M · 429 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$282
Total administrative$282
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.

Administrative cost history7
2024$282 · 0.00%
2023$4,712 · 0.02%
2022$3,453 · 0.01%
2019$8,099 · 0.03%
2018$850 · 0.00%
2017$81 · 0.00%
2016$1,650 · 0.01%
Similar plansHealth Care & Social Assistance · Georgia
Augusta Ent, P.C. GA$34.1M · 0.36%
In Compass Health, Inc GA$29.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580705892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.