Plan Ledger DOL Form 5500 · updated monthly

Evansville Surgical Associates, Inc.401(k)

EVANSVILLE SURGICAL ASSOCIATES, INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Evansville Surgical Associates, Inc. reported $94,822 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $10,302 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 0.31% to 0.33%. 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 433rd-largest of 1,562 plans among Indiana employers on file, and the 2,806th of 11,911 in health care & social assistance. In 2024, the employer put in $1.43 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$29,611,806
Participants with balances147
Active participants111
Employer contributions$1,143,478
Employee contributions$797,730
Employer contribution per active participant$10,302
Average account balance$201,441
Benefits paid to participants$3,694,861
Plan auditUnmodified (clean) audit opinion
AuditorHARDING, SHYMANSKI & COMPANY, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 147 accts · $1.1M emplr
2023$27.3M · 141 accts · $1.1M emplr
2022$23.2M · 144 accts · $983K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,733
Investment management$67,089
Total administrative$94,822
The Evansville Surgical Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$10,302
Median for plans this size$2,416
2024$10,302 per active participant
2023$10,486 per active participant
2022$9,450 per active participant

Evansville Surgical Associates, Inc.'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.

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
THE VANGUARD GROUP, INC. · Recordkeeping · Custodial (securities)$14,315
ASCENSUS, LLC · Recordkeeping · Custodial (securities)indirect comp
THOROUGHBRED FINANCIAL SERVICES · Investment advisory (participants) · Investment advisory (plan)$67,089
EMPLOYEE BENEFIT SERVICES, INC. · Plan administrator$13,418

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

Recordkeeper by year2
2024Ascensus, Vanguard
2023Ascensus, Vanguard

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Administrative cost history3
2024$94,822 · 0.33%
2023$83,031 · 0.33%
2022$80,248 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Healthnet, Inc. IN$32.9M · 0.75%
Valley Oaks Health, Inc. IN$31.9M · 0.31%
Aspire Indiana Inc. IN$28.9M · 0.13%
Orthopaedic Associates Inc. IN$27.3M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351171048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.