Plan Ledger DOL Form 5500 · updated monthly

Endocrinology Consultants of East Tennessee, PLLC401(k)

ENDOCRINOLOGY CONSULTANTS OF EAST TENNESSEE 401(K) PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2024

Employer contribution per participant · 2024
$5,506

Endocrinology Consultants of East Tennessee, PLLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $20,391,122 across 124 participant accounts, with employer contributions averaging $5,506 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.07% to 0.01%. 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 539th-largest of 1,496 plans among Tennessee employers on file, and the 3,648th 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 87 to 127 since 2022.

Plan summary
Net assets, end of year$20,391,122
Participants with balances124
Active participants127
Employer contributions$699,254
Employee contributions$712,446
Employer contribution per active participant$5,506
Average account balance$164,445
Benefits paid to participants$3,044,957
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 124 accts · $699K emplr
2023$19.0M · 117 accts · $626K emplr
2022$15.5M · 107 accts · $666K emplr
Administrative expenses, itemized · 2024
Investment management$323
Total administrative-$6,359
The Endocrinology Consultants of East Tennessee, PLLC 401(k) match · 2024
Employer contribution per active participant$5,506
Median for plans this size$2,416
2024$5,506 per active participant
2023$6,197 per active participant
2022$7,658 per active participant

Endocrinology Consultants of East Tennessee, PLLC'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.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$2,106 · 0.01%
2022$11,169 · 0.07%
Similar plansHealth Care & Social Assistance · Tennessee
Cdha Holdings, LLC TN$22.3M · 0.06%
Clean Slate Centers, Inc. TN$20.0M · 0.66%
Plaza Radiology, LLC TN$20.0M · 0.40%
Allergy Associates, P.A. TN$19.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621335904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.