Plan Ledger DOL Form 5500 · updated monthly

Encompass Medical Group, P.A.401(k)

ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN · LENEXA, KS · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Encompass Medical Group, P.A. reported $94,500 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,684 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 0.30% to 0.36%. 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 242nd-largest of 828 plans among Kansas employers on file, and the 3,036th of 11,911 in health care & social assistance. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 228 to 174 since 2022.

Plan summary
Net assets, end of year$26,482,453
Participants with balances209
Active participants174
Employer contributions$466,975
Employee contributions$1,012,158
Employer contribution per active participant$2,684
Average account balance$126,710
Benefits paid to participants$4,736,907
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT CHANEY MCMULLEN CPA
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 209 accts · $467K emplr
2023$26.4M · 222 accts · $591K emplr
2022$26.2M · 247 accts · $602K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,583
Investment management$68,917
Total administrative$94,500
The Encompass Medical Group, P.A. 401(k) match · 2024
Employer contribution per active participant$2,684
Median for plans this size$2,416
2024$2,684 per active participant
2023$3,093 per active participant
2022$2,640 per active participant

Encompass Medical Group, P.A.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
CETERA INVESTMENT ADVISERS LLC · Recordkeeping · Pension consulting$29,439
ADP, INC. · Loan processing · Recordkeeping$25,583
MODERN WEALTH MANAGEMENT, LLC · Recordkeeping · Pension consulting$25,418
JAMES A. REICHERT · Recordkeeping · Pension consulting$14,060
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, CETERA INVESTMENT ADVISERS LLC, JAMES A. REICHERT, MODERN WEALTH MANAGEMENT, LLC
2023ADP, JAMES A. REICHERT

This plan has changed recordkeepers within these filings. If you left Encompass Medical Group, P.A. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$94,500 · 0.36%
2023$82,870 · 0.32%
2022$82,521 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Kansas Medical Center, LLC KS$26.1M · 0.43%
Valley Hope Association KS$24.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481229965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.