Plan Ledger DOL Form 5500 · updated monthly

Emergency Physicians Professional Association401(k)

EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN · BLOOMINGTON, MN · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Emergency Physicians Professional Association reported $146,359 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $30,392 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 fell from 0.09% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 129th-largest of 1,918 plans among Minnesota employers on file, and the 500th of 11,911 in health care & social assistance. In 2024, the employer put in $2.71 for every $1.00 employees contributed themselves; active participation has grown from 420 to 487 since 2022.

Plan summary
Net assets, end of year$294,354,414
Participants with balances678
Active participants487
Employer contributions$14,800,881
Employee contributions$5,456,153
Employer contribution per active participant$30,392
Average account balance$434,151
Benefits paid to participants$16,132,548
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$294.4M · 678 accts · $14.8M emplr
2023$257.4M · 639 accts · $13.9M emplr
2022$214.7M · 608 accts · $12.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,617
Investment management$12,742
Total administrative$146,359
The Emergency Physicians Professional Association 401(k) match · 2024
Employer contribution per active participant$30,392
Median for plans this size$4,294
2024$30,392 per active participant
2023$30,256 per active participant
2022$28,693 per active participant

Emergency Physicians Professional Association's 2024 employer contribution ran above the $4,294 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 · 202410
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$146,359
EVEREST FINANCIAL GROUP LLC · Investment advisory (participants)$49,030
THE ADVOCATE GROUP LLC · Investment advisory (participants)$14,456
OCEANSIDE ADVISORS LLC · Investment advisory (participants)$10,363
CLIFTONLARSONALLEN · Investment advisory (participants)$10,244
LARSON FINANCIAL GROUP LLC · Investment advisory (participants)$10,040
BOULAY FINANCIAL ADVISORS LLC · Investment advisory (participants)$9,557
MUTUAL ADVISORS LLC · Investment advisory (participants)$8,614
CREATIVE PLANNING LLC · Investment advisory (participants)$5,201
CHARLES SCHWAB & CO., INC. · Securities brokerage$2,075

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$146,359 · 0.05%
2023$122,634 · 0.05%
2022$195,078 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Beaver Medical Group, P.C. MN$319.0M · 0.02%
Olmsted Medical Center MN$303.4M · 0.09%
Mngi Digestive Health, P.A. MN$302.6M · 0.07%
Midwest Radiology, P.A. MN$300.3M · 0.01%
The Polyclinic, PLLC MN$291.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410949999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.