Plan Ledger DOL Form 5500 · updated monthly

Eagle Physicians and Associates, P.A401(k)

EAGLE PHYSICIANS AND ASSOCIATES, P.A. EMPLOYEES' SAVINGS AND RETIREMENT PLAN · GREENSBORO, NC · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Eagle Physicians and Associates, P.A reported $96,405 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. Employer contributions averaged $6,414 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 0.12% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 228th-largest of 2,005 plans among North Carolina employers on file, and the 1,210th of 11,911 in health care & social assistance. In 2023, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$87,505,195
Participants with balances550
Active participants419
Employer contributions$2,687,300
Employee contributions$2,297,140
Employer contribution per active participant$6,414
Average account balance$159,100
Benefits paid to participants$7,157,644
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$82.4M · 512 accts · $2.5M emplr
2023$87.5M · 550 accts · $2.7M emplr
2022$71.9M · 523 accts · $2.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$46,405
Investment management$50,000
Total administrative$96,405
The Eagle Physicians and Associates, P.A 401(k) match · 2023
Employer contribution per active participant$6,414
Median for plans this size$3,659
2024$6,724 per active participant
2023$6,414 per active participant
2022$6,246 per active participant

Eagle Physicians and Associates, P.A's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$50,000

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

Administrative cost history3
2024$123,420 · 0.15%
2023$96,405 · 0.12%
2022$86,926 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Ara Health Specialists, P.A NC$87.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561847193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.