Plan Ledger DOL Form 5500 · updated monthly

Duke City Urgent Care LLC401(k)

DUKE CITY URGENT CARE LLC 401(K) PROFIT SHARING PLAN & TRUST · ALBUQUERQUE, NM · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Duke City Urgent Care LLC reported $840 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $611 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Mexico (239th of 290), and 9,972nd of 11,911 in health care & social assistance. In 2022, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,102,383
Participants with balances95
Active participants274
Employer contributions$167,320
Employee contributions$362,289
Employer contribution per active participant$611
Average account balance$22,130
Benefits paid to participants$149,498
Plan auditUnmodified (clean) audit opinion
AuditorPATTILLO, BROWN & HILL LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$840
Total administrative$840
The Duke City Urgent Care LLC 401(k) match · 2022
Employer contribution per active participant$611
Median for plans this size$1,114

Duke City Urgent Care LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$840 · 0.04%
Similar plansHealth Care & Social Assistance · New Mexico
Basin Home Health, Inc. NM$2.1M · 0.67%
All Faiths NM$1.9M · 0.96%
Santa Fe Recovery Center NM$1.6M · 1.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471705113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.