Plan Ledger DOL Form 5500 · updated monthly

Evansville Surgery Center Associates, LLC401(k)

EVANSVILLE SURGERY CENTER 401(K) RETIREMENT PLAN · EVANSVILLE, IN · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Evansville Surgery Center Associates, LLC reported $1,982 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,245 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (904th of 1,562), and the 5,806th of 11,911 in health care & social assistance. In 2023, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,690,273
Participants with balances127
Active participants100
Employer contributions$124,516
Employee contributions$482,708
Employer contribution per active participant$1,245
Average account balance$76,301
Benefits paid to participants$350,493
Plan auditUnmodified (clean) audit opinion
AuditorWEINZAPFEL & CO., LLC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$744
Investment management$1,238
Total administrative$1,982
The Evansville Surgery Center Associates, LLC 401(k) match · 2023
Employer contribution per active participant$1,245
Median for plans this size$1,308

Evansville Surgery Center Associates, LLC's 2023 employer contribution ran below the $1,308 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 · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$744

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

Administrative cost history1
2023$1,982 · 0.02%
Similar plansHealth Care & Social Assistance · Indiana
Midamerica Health, Inc. IN$9.4M · 0.83%
Purpose Home Health IN$9.4M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351622992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.