Plan Ledger DOL Form 5500 · updated monthly

Digestive Health Partners, P.A.401(k)

DIGESTIVE HEALTH PARTNERS, P.A. 401(K) PROFIT SHARING PLAN · ASHEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Digestive Health Partners, P.A. reported $12,781 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,475 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 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 346th-largest of 2,005 plans among North Carolina employers on file, and the 1,712th of 11,911 in health care & social assistance. In 2024, the employer put in $1.54 for every $1.00 employees contributed themselves; active participation has grown from 257 to 299 since 2022.

Plan summary
Net assets, end of year$55,772,441
Participants with balances382
Active participants299
Employer contributions$1,636,901
Employee contributions$1,063,232
Employer contribution per active participant$5,475
Average account balance$146,001
Benefits paid to participants$1,680,843
Plan auditUnmodified (clean) audit opinion
AuditorDMJPS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$55.8M · 382 accts · $1.6M emplr
2023$47.4M · 354 accts · $1.5M emplr
2022$38.3M · 326 accts · $1.4M emplr
The Digestive Health Partners, P.A. 401(k) match · 2024
Employer contribution per active participant$5,475
Median for plans this size$3,635
2024$5,475 per active participant
2023$5,320 per active participant
2022$5,630 per active participant

Digestive Health Partners, P.A.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$12,781

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$12,781 · 0.02%
2023$11,533 · 0.03%
2022$11,417 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Delaney Radiologists, P.A. NC$55.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561150163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.