Plan Ledger DOL Form 5500 · updated monthly

Augusta Oncology Associates, P.C.401(k)

AUGUSTA ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN · AUGUSTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Augusta Oncology Associates, P.C. reported $78,227 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,300 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 0.49% to 0.52%. 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 974th-largest of 2,160 plans among Georgia employers on file, and the 4,272nd of 11,911 in health care & social assistance. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 108 to 126 since 2022.

Plan summary
Net assets, end of year$16,180,942
Participants with balances200
Active participants126
Employer contributions$289,759
Employee contributions$540,742
Employer contribution per active participant$2,300
Average account balance$80,905
Benefits paid to participants$538,692
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 200 accts · $290K emplr
2023$13.8M · 200 accts · $286K emplr
2022$11.0M · 183 accts · $610K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,227
Total administrative$78,227
The Augusta Oncology Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$2,300
Median for plans this size$2,416
2024$2,300 per active participant
2023$2,270 per active participant
2022$5,649 per active participant

Augusta Oncology Associates, P.C.'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 · 20244
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$3,358
ERISA SERVICES OF GEORGIA, LLC · Recordkeeping · Loan processing$2,625
ECONOMIC GROUP PENSION SERVICES · Recordkeeping · Loan processing$300
IMA WEALTH INC · Investment advisory (plan)$2,083

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

Recordkeeper by year2
2024ECONOMIC GROUP PENSION SERVICES, ERISA SERVICES OF GEORGIA, LLC, Transamerica
2023ERISA SERVICES OF GEORGIA, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left Augusta Oncology Associates, P.C. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,227 · 0.52%
2023$62,341 · 0.50%
2022$56,523 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Medquest Associates, LLC GA$16.7M · 0.84%
Primrose Holdings LLC GA$16.4M · 0.21%
US Carenet, Inc GA$15.4M · 0.06%
Medcare South, LLC GA$15.4M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581481590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.