Plan Ledger DOL Form 5500 · updated monthly

Dothan Pediatric Clinic P.A.401(k)

DOTHAN PEDIATRIC CLINIC, P.A. PROFIT SHARING PLAN · DOTHAN, AL · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Dothan Pediatric Clinic P.A. reported $86,108 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,685 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 0.59% to 0.54%. 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 346th-largest of 902 plans among Alabama employers on file, and the 4,288th of 11,911 in health care & social assistance. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,101,336
Participants with balances110
Active participants133
Employer contributions$357,075
Employee contributions$561,678
Employer contribution per active participant$2,685
Average account balance$146,376
Benefits paid to participants$2,141,228
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$16.1M · 110 accts · $357K emplr
2023$15.6M · 120 accts · $344K emplr
2022$14.2M · 122 accts · $369K emplr
2021$15.6M · 122 accts · $349K emplr
Administrative expenses, itemized · 2024
Investment management$85,843
Trustee / custodial$251
Total administrative$86,108
The Dothan Pediatric Clinic P.A. 401(k) match · 2024
Employer contribution per active participant$2,685
Median for plans this size$2,416
2024$2,685 per active participant
2023$2,550 per active participant
2022$2,399 per active participant
2021$2,550 per active participant

Dothan Pediatric Clinic P.A.'s 2024 employer contribution ran above the $2,416 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
MERRILL LYNCH FINANCIAL SERVICES · Investment advisory (participants) · Investment management$22,381
MERRILL LYNCH FINANCIAL SERVICES · Investment advisory (participants) · Investment management$17,000
RAYMOND JAMES FINANCIAL · Investment advisory (participants) · Investment management$8,803
JOHN HANCOCK RETIREMENT PLAN SERVIC · Investment advisory (participants) · Investment management$5,147

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

Administrative cost history4
2024$86,108 · 0.54%
2023$85,835 · 0.58%
2022$92,402 · 0.62%
2021$92,130 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
Center for Cancer Care, PC AL$15.4M · 0.38%
Southern Cancer Center, PC AL$15.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630579356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.