Plan Ledger DOL Form 5500 · updated monthly

Coastal Pediatric Associates, PA401(k)

COASTAL PEDIATRIC ASSOCIATES, PA PROFIT SHARING 401(K) PLAN · NORTH CHARLESTON, SC · plan year 2023

Reported admin expense ratio · 2023
0.53%

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

Coastal Pediatric Associates, PA reported $31,999 in plan administrative expenses for 2023: 0.53% of average plan assets, above the peer median. Employer contributions averaged $2,737 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 0.81% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in South Carolina (531st of 807), and 7,189th of 11,911 in health care & social assistance. In 2023, employees put in $1.39 for every $1.00 the employer contributed; active participation has shrunk from 222 to 181 since 2022.

Plan summary
Net assets, end of year$6,327,868
Participants with balances159
Active participants181
Employer contributions$495,310
Employee contributions$690,372
Employer contribution per active participant$2,737
Average account balance$39,798
Benefits paid to participants$1,200,819
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 132 accts · $122K emplr
2023$6.3M · 159 accts · $495K emplr
2022$5.7M · 155 accts · $387K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,668
Total administrative$31,999
The Coastal Pediatric Associates, PA 401(k) match · 2023
Employer contribution per active participant$2,737
Median for plans this size$1,308
2024$780 per active participant
2023$2,737 per active participant
2022$1,745 per active participant

Coastal Pediatric Associates, PA's 2023 employer contribution ran above the $1,308 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 · 20234
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$8,668
MAXUS PLAN SOLUTIONS INC · Contract administrator$800
EMPOWER ADVISORY GROUP, LLC · Investment management$181

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

Administrative cost history3
2024$37,716 · 0.61%
2023$31,999 · 0.53%
2022$49,503 · 0.81%
Same employer
Similar plansHealth Care & Social Assistance · South Carolina
Berkeley Citizens, Inc SC$7.1M · 0.57%
Anmed Health Plan, Inc. SC$7.1M · 0.09%
Liberty Doctors, LLC SC$5.9M · 0.21%
Sweetgrass Pediatrics SC$4.7M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208329907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.