Plan Ledger DOL Form 5500 · updated monthly

Conrad/Pearson Clinic, P.C.401(k)

CONRAD/PEARSON CLINIC, P. C. 401(K) PROFIT SHARING PLAN · GERMANTOWN, TN · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Conrad/Pearson Clinic, P.C. reported $39,507 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,607 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 1 year on file its reported administrative ratio fell from 0.25% to 0.08%. 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 660th-largest of 1,496 plans among Tennessee employers on file, and the 4,394th of 11,911 in health care & social assistance. In 2022, the employer put in $1.53 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,449,822
Participants with balances131
Active participants108
Employer contributions$713,586
Employee contributions$466,887
Employer contribution per active participant$6,607
Average account balance$117,938
Benefits paid to participants$3,331,557
Plan auditUnmodified (clean) audit opinion
AuditorJACKSON HOWELL & ASSOCIATES, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 34 accts
2022$15.4M · 131 accts · $714K emplr
The Conrad/Pearson Clinic, P.C. 401(k) match · 2022
Employer contribution per active participant$6,607
Median for plans this size$2,266

Conrad/Pearson Clinic, P.C.'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 history2
2023$7,520 · 0.08%
2022$39,507 · 0.25%
Similar plansHealth Care & Social Assistance · Tennessee
Laughlin Memorial Hospital TN$16.2M · 0.03%
Monogram Health, Inc. TN$14.9M · 1.16%
Urgent Team Holdings, Inc. TN$14.9M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621634103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.