Plan Ledger DOL Form 5500 · updated monthly

Cardiovascular Provider Resources401(k)

CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Cardiovascular Provider Resources reported $120,605 in plan administrative expenses for 2023: 0.13% of average plan assets, above the peer median. Employer contributions averaged $8,195 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 $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 669th-largest of 5,688 plans among Texas employers on file, and the 1,130th of 11,911 in health care & social assistance. In 2023, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$96,723,536
Participants with balances479
Active participants328
Employer contributions$2,688,013
Employee contributions$2,132,823
Employer contribution per active participant$8,195
Average account balance$201,928
Benefits paid to participants$6,413,817
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$111,684
Trustee / custodial$8,921
Total administrative$120,605
The Cardiovascular Provider Resources 401(k) match · 2023
Employer contribution per active participant$8,195
Median for plans this size$3,659

Cardiovascular Provider Resources's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MILLIMAN, INC. · Recordkeeping · Loan processing$111,678
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)$8,921
CHARLES SCHWAB & CO., INC. · Custodial (securities)indirect comp

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

Administrative cost history1
2023$120,605 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Texas
U.S. Physical Therapy, Inc. TX$104.5M · 0.30%
Uvp Management, LLC TX$92.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752625761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.