Plan Ledger DOL Form 5500 · updated monthly

Eastern PA Gastroenterology & Liver Specialists, P.C.401(k)

EASTERN PENNSYLVANIA GASTROENTEROLOGY & LIVER SPECIALISTS, P. C. PROFIT SHARING PLAN · ALLENTOWN, PA · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Eastern PA Gastroenterology & Liver Specialists, P.C. reported $82,372 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,628 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 has held roughly steady near 0.509%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,650th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,005th of 11,911 in health care & social assistance. In 2023, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,837,842
Participants with balances153
Active participants107
Employer contributions$281,234
Employee contributions$729,054
Employer contribution per active participant$2,628
Average account balance$116,587
Benefits paid to participants$670,363
Plan auditUnmodified (clean) audit opinion
AuditorBUCKNO LISICKY & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$0 · 1 accts · $157K emplr
2023$17.8M · 153 accts · $281K emplr
2022$14.5M · 144 accts · $365K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,172
Investment management$62,803
Audit (IQPA)$15,397
Total administrative$82,372
The Eastern PA Gastroenterology & Liver Specialists, P.C. 401(k) match · 2023
Employer contribution per active participant$2,628
Median for plans this size$2,440
2023$2,628 per active participant
2022$3,512 per active participant

Eastern PA Gastroenterology & Liver Specialists, P.C.'s 2023 employer contribution ran above the $2,440 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
FULTON BANK, N.A. · Recordkeeping · Consulting$66,975
BUCKNO LISICKY & COMPANY · Accounting / audit$15,397

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

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Administrative cost history3
2024Not separately reported
2023$82,372 · 0.51%
2022$74,349 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Invision Human Services PA$18.4M · 0.52%
Union Community Care PA$18.1M · 0.04%
Windber Medical Center PA$17.5M · 0.02%
Pinnacle Physicians, P.C. PA$17.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232137906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.