Plan Ledger DOL Form 5500 · updated monthly

Doctors Data Inc.401(k)

DOCTOR'S DATA INC. PROFIT SHARING PLAN · ST CHARLES, IL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Doctors Data Inc. reported $5,255 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,589 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 0.08% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,403rd of 3,702), and the 5,772nd of 11,911 in health care & social assistance. In 2024, employees put in $3.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,785,235
Participants with balances165
Active participants147
Employer contributions$233,624
Employee contributions$781,356
Employer contribution per active participant$1,589
Average account balance$59,304
Benefits paid to participants$373,342
Plan auditUnmodified (clean) audit opinion
AuditorDHJJ
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 165 accts · $234K emplr
2023$7.9M · 163 accts · $227K emplr
2022$6.2M · 161 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,255
Total administrative$5,255
The Doctors Data Inc. 401(k) match · 2024
Employer contribution per active participant$1,589
Median for plans this size$1,313
2024$1,589 per active participant
2023$1,525 per active participant
2022$1,326 per active participant

Doctors Data Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
ADP, INC. · Loan processing · Recordkeeping$5,254
ADP BROKER-DEALER · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY LLC · Other servicesindirect comp
MORGAN STANLEY SMITH BARNEY LLC · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$5,255 · 0.06%
2023$4,086 · 0.06%
2022$4,771 · 0.08%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Lawrence Hall IL$9.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930941625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.