Plan Ledger DOL Form 5500 · updated monthly

Children's Medical Group, P.C.401(k)

CHILDREN'S MEDICAL GROUP, P. C. 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Children's Medical Group, P.C. reported $164,348 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,744 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 0.57% to 0.52%. 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 the 619th-largest of 2,160 plans among Georgia employers on file, and the 2,513th of 11,911 in health care & social assistance. In 2024, the employer put in $1.23 for every $1.00 employees contributed themselves; active participation has grown from 118 to 161 since 2022.

Plan summary
Net assets, end of year$34,234,576
Participants with balances203
Active participants161
Employer contributions$924,850
Employee contributions$749,271
Employer contribution per active participant$5,744
Average account balance$168,643
Benefits paid to participants$800,513
Plan auditUnmodified (clean) audit opinion
AuditorRUBIO, CPA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$34.2M · 203 accts · $925K emplr
2023$29.1M · 167 accts · $906K emplr
2022$24.5M · 114 accts · $726K emplr
The Children's Medical Group, P.C. 401(k) match · 2024
Employer contribution per active participant$5,744
Median for plans this size$2,416
2024$5,744 per active participant
2023$5,737 per active participant
2022$6,149 per active participant

Children's Medical Group, P.C.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
MILLIMAN, INC. · Recordkeeping · Loan processing$29,356
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$8,761
INC. INVT. RES. ADVSY GROUP · Investment advisory (plan)$5,000
MERCER GLOBAL ADVISORS INC · Investment advisory (plan)indirect comp
INVEST. RESEARCH & ADVISORY GROUP · Investment advisory (participants) · Investment advisory (plan)indirect comp
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$164,348 · 0.52%
2023$112,593 · 0.42%
2022$150,064 · 0.57%
Similar plansHealth Care & Social Assistance · Georgia
Augusta Ent, P.C. GA$34.1M · 0.36%
Au Medical Associates GA$29.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581085890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.