Plan Ledger DOL Form 5500 · updated monthly

Digestive Specialists, Inc.401(k)

DIGESTIVE SPECIALIST, INC./DIGESTIVE ENDOSCOPY CENTER, LLC 401(K) PROFIT SHARING PLAN · DAYTON, OH · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Digestive Specialists, Inc. reported $96,123 in plan administrative expenses for 2025: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,283 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 3 years on file its reported administrative ratio fell from 0.34% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 723rd-largest of 3,295 plans among Ohio employers on file, and the 2,069th of 11,911 in health care & social assistance. In 2025, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,135,759
Participants with balances178
Active participants132
Employer contributions$565,323
Employee contributions$564,896
Employer contribution per active participant$4,283
Average account balance$247,954
Benefits paid to participants$1,457,858
Plan auditUnmodified (clean) audit opinion
AuditorSKELLEY & COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$44.1M · 178 accts · $565K emplr
2024$38.1M · 180 accts · $688K emplr
2023$33.0M · 192 accts · $874K emplr
2022$27.7M · 192 accts · $840K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,535
Investment management$62,588
Total administrative$96,123
The Digestive Specialists, Inc. 401(k) match · 2025
Employer contribution per active participant$4,283
Median for plans this size$2,666
2025$4,283 per active participant
2024$5,176 per active participant
2023$6,198 per active participant
2022$5,913 per active participant

Digestive Specialists, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$63,956
MATRIX TRUST COMPANY · Custodial (securities)$16,076
DYNAMIC PENSION SERVICES, INC. · Contract administrator$14,975
MWG RETIREMENT PLAN SERVICES, LLC$7,700

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

Administrative cost history4
2025$96,123 · 0.23%
2024$86,983 · 0.24%
2023$102,447 · 0.34%
2022$111,469 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Ohiohealth OH$43.8M · 0.04%
Ohiohealth OH$42.7M

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Source: U.S. Department of Labor, Form 5500 series, EIN 310785715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.