Plan Ledger DOL Form 5500 · updated monthly

Carelon Medical Partners, P.C.401(k)

CARELON PEO 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Carelon Medical Partners, P.C. reported $29,146 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,054 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 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 179th-largest of 1,562 plans among Indiana employers on file, and the 1,276th of 11,911 in health care & social assistance. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,503,801
Participants with balances815
Active participants631
Employer contributions$3,189,022
Employee contributions$6,159,787
Employer contribution per active participant$5,054
Average account balance$100,005
Benefits paid to participants$9,415,872
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,406
Investment management$25,740
Total administrative$29,146
The Carelon Medical Partners, P.C. 401(k) match · 2024
Employer contribution per active participant$5,054
Median for plans this size$3,635

Carelon Medical Partners, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$25,740
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,407

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

Administrative cost history1
2024$29,146 · 0.04%
Similar plansHealth Care & Social Assistance · Indiana
Radiology of Indiana, P.C. IN$84.5M · 0.01%
Franciscan Alliance, Inc. IN$77.3M · 0.07%
Summit Radiology, P.C. IN$72.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464903080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.