Plan Ledger DOL Form 5500 · updated monthly

Copilotiq Medical P.A.401(k)

COPILOTIQ MEDICAL P.A. 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
1.13%

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

Copilotiq Medical P.A. reported $2,860 in plan administrative expenses for 2024: 1.13% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.49% to 1.13%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,459th of 1,496), and 11,469th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$393,078
Participants with balances93
Active participants97
Employer contributions$0
Employee contributions$249,747
Employer contribution per active participant$0
Average account balance$4,227
Benefits paid to participants$152,040
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$393K · 93 accts
2023$111K · 141 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,624
Investment management$236
Total administrative$2,860
The Copilotiq Medical P.A. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Copilotiq Medical P.A.'s 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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.

Administrative cost history2
2024$2,860 · 1.13%
2023$541 · 0.49%
Similar plansHealth Care & Social Assistance · Tennessee
Case Management, Inc. TN$532K · 0.58%
Php of Fern Park, LLC TN$430K · 1.35%
Php of Alabama, Inc. TN$266K · 1.78%
Camm Care LLC TN$163K · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881721515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.