Plan Ledger DOL Form 5500 · updated monthly

Capital Internal Medicine Associates PC401(k)

CAPITAL INTERNAL MEDICINE ASSOCIATES PC 401K RETIREMENT PLAN · LANSING, MI · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Capital Internal Medicine Associates PC reported $55,050 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,894 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 0.48% to 0.45%. 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 among the smaller plans on file in Michigan (1,359th of 2,619), and the 4,943rd of 11,911 in health care & social assistance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,854,469
Participants with balances136
Active participants178
Employer contributions$337,076
Employee contributions$721,731
Employer contribution per active participant$1,894
Average account balance$94,518
Benefits paid to participants$1,396,554
Plan auditUnmodified (clean) audit opinion
AuditorMANER COSTERISAN PC
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 136 accts · $337K emplr
2023$11.6M · 138 accts · $375K emplr
2022$9.2M · 159 accts · $391K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,475
Trustee / custodial$52,575
Total administrative$55,050
The Capital Internal Medicine Associates PC 401(k) match · 2024
Employer contribution per active participant$1,894
Median for plans this size$2,416
2024$1,894 per active participant
2023$2,216 per active participant
2022$2,303 per active participant

Capital Internal Medicine Associates PC'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
CWWM LLC · Investment advisory (plan)$40,417
CAPITAL RESEARCH AND MANAGEMENT CO$15,458
KDP RETIREMENT PLAN SERVICES INC · Contract administrator$2,475
MANER COSTERISIAN & ELLIS PC · Accounting / auditindirect comp

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$55,050 · 0.45%
2023$45,571 · 0.44%
2022$45,990 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Michigan
Michigan Masonic Home MI$12.9M · 0.30%
Southwest Solutions MI$12.5M · 0.34%
S L Husain Hamzavi MD PC MI$12.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382334827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.