Plan Ledger DOL Form 5500 · updated monthly

Carolina Digestive Health Associates, P.A.401(k)

CAROLINA DIGESTIVE HEALTH ASSOCIATES, P.A. PROFIT SHARING & 401(K) PLAN · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Carolina Digestive Health Associates, P.A. reported $85,134 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $9,011 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 0.24% to 0.26%. 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 the 523rd-largest of 2,005 plans among North Carolina employers on file, and the 2,576th of 11,911 in health care & social assistance. In 2022, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$32,927,498
Participants with balances127
Active participants87
Employer contributions$783,971
Employee contributions$565,260
Employer contribution per active participant$9,011
Average account balance$259,272
Benefits paid to participants$518,525
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 135 accts · $990K emplr
2023$30.1M · 123 accts
2022$32.9M · 127 accts · $784K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$85,134
Total administrative$85,134
The Carolina Digestive Health Associates, P.A. 401(k) match · 2022
Employer contribution per active participant$9,011
Median for plans this size$2,266
2024$8,611 per active participant
2022$9,011 per active participant

Carolina Digestive Health Associates, P.A.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$79,477 · 0.26%
2023$87,534 · 0.28%
2022$85,134 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Raleigh Medical Group, P.A. NC$35.0M · 0.26%
Harnett Health System, Inc. NC$33.8M · 0.16%
Goldsboro Pediatrics, P.A. NC$33.4M · 0.48%
Horizon Eye Care, P.A. NC$32.8M · 0.07%
Authoracare Collective NC$32.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561335864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.