Plan Ledger DOL Form 5500 · updated monthly

Dickson Medical Associates P.C.401(k)

DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN · DICKSON, TN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Dickson Medical Associates P.C. reported $113,580 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $4,640 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 0.46% to 0.43%. 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 454th-largest of 1,496 plans among Tennessee employers on file, and the 2,978th of 11,911 in health care & social assistance. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves; active participation has grown from 277 to 358 since 2022.

Plan summary
Net assets, end of year$27,195,649
Participants with balances693
Active participants358
Employer contributions$1,661,150
Employee contributions$1,034,824
Employer contribution per active participant$4,640
Average account balance$39,243
Benefits paid to participants$3,926,084
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 693 accts · $1.7M emplr
2023$25.3M · 651 accts · $1.5M emplr
2022$20.9M · 547 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,748
Investment management$74,832
Total administrative$113,580
The Dickson Medical Associates P.C. 401(k) match · 2024
Employer contribution per active participant$4,640
Median for plans this size$2,416
2024$4,640 per active participant
2023$4,474 per active participant
2022$4,659 per active participant

Dickson Medical Associates 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 · 20242
ASCENSUS LLC · Recordkeeping$38,748
STRATOS WEALTH ADVISORS · Investment advisory (plan)$74,832

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$113,580 · 0.43%
2023$109,522 · 0.47%
2022$110,983 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Johnson City Eye Clinic, PC TN$28.9M · 0.13%
Frontier Health TN$25.2M · 0.31%
Labconnect, LLC TN$22.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620811691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.