Plan Ledger DOL Form 5500 · updated monthly

Cardiac Surgery Associates, S.C.401(k)

CARDIAC SURGERY ASSOCIATES, S.C. 401(K) SAVINGS PLAN AND TRUST · DOWNERS GROVE, IL · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Cardiac Surgery Associates, S.C. reported $63,489 in plan administrative expenses for 2022: 0.39% of average plan assets, above the peer median. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,053rd of 3,702), and the 4,643rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$14,176,153
Participants with balances90
Active participants81
Employer contributions$0
Employee contributions$791,946
Employer contribution per active participant$0
Average account balance$157,513
Benefits paid to participants$2,154,989
Plan auditUnmodified (clean) audit opinion
AuditorCDH, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$59,442
Investment management$4,047
Total administrative$63,489
The Cardiac Surgery Associates, S.C. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Cardiac Surgery Associates, S.C.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$63,489 · 0.39%
Similar plansHealth Care & Social Assistance · Illinois
Wellbe Senior Medical LLC IL$14.7M · 0.74%
Derick Dermatology, PLLC IL$14.1M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363819436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.