Plan Ledger DOL Form 5500 · updated monthly

Ear, Nose & Throat Associates, P.C.401(k)

EAR, NOSE & THROAT ASSOCIATES, P. C. RETIREMENT SAVINGS P & T · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ear, Nose & Throat Associates, P.C. reported $54,790 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $4,965 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 0.16% to 0.19%. 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 416th-largest of 1,562 plans among Indiana employers on file, and the 2,674th of 11,911 in health care & social assistance. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 97 to 141 since 2022.

Plan summary
Net assets, end of year$31,301,114
Participants with balances204
Active participants141
Employer contributions$700,078
Employee contributions$712,449
Employer contribution per active participant$4,965
Average account balance$153,437
Benefits paid to participants$1,228,092
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 204 accts · $700K emplr
2023$26.3M · 221 accts · $1.2M emplr
2022$22.4M · 172 accts · $695K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,747
Investment management$34,043
Total administrative$54,790
The Ear, Nose & Throat Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$4,965
Median for plans this size$2,416
2024$4,965 per active participant
2023$7,887 per active participant
2022$7,163 per active participant

Ear, Nose & Throat Associates, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
PHILLIPS FINANCIAL MANAGEMENT LLC · Investment advisory (plan)$34,043

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$54,790 · 0.19%
2023$81,791 · 0.34%
2022$38,997 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Allied Physicians Inc. IN$33.0M · 0.06%
Healthnet, Inc. IN$32.9M · 0.75%
Valley Oaks Health, Inc. IN$31.9M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351086214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.