Plan Ledger DOL Form 5500 · updated monthly

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

DIGESTIVE HEALTH SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN · WINSTON-SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Digestive Health Specialists, P.A. reported $44,693 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $8,211 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 rose from 0.18% to 0.20%. 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 647th-largest of 2,005 plans among North Carolina employers on file, and the 3,224th of 11,911 in health care & social assistance. In 2024, the employer put in $1.53 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$24,297,627
Participants with balances140
Active participants125
Employer contributions$1,026,424
Employee contributions$670,842
Employer contribution per active participant$8,211
Average account balance$173,554
Benefits paid to participants$1,083,308
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 140 accts · $1.0M emplr
2023$20.9M · 134 accts · $880K emplr
2022$17.1M · 124 accts · $843K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,404
Investment management$33,289
Total administrative$44,693
The Digestive Health Specialists, P.A. 401(k) match · 2024
Employer contribution per active participant$8,211
Median for plans this size$2,416
2024$8,211 per active participant
2023$7,524 per active participant
2022$7,391 per active participant

Digestive Health Specialists, P.A.'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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping$12,459
ASCENSUS LLC · Recordkeepingindirect comp
MMA SECURITIES LLC · Securities brokerage$33,289
TRINITY PENSION GROUP, LLC · Contract administrator$2,300

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, Vanguard
2023Ascensus, Vanguard

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

Administrative cost history3
2024$44,693 · 0.20%
2023$38,328 · 0.20%
2022$32,394 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Murphy Medical Center, Inc. NC$24.7M · 0.07%
Avance Health Systems, Inc. NC$22.4M · 0.67%
Genova Diagnostics NC$22.3M · 0.56%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561242980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.