Plan Ledger DOL Form 5500 · updated monthly

Everett & Hurite Ophthalmic Association401(k)

EVERETT & HURITE OPHTHALMIC ASSOCIATION 401(K) PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Everett & Hurite Ophthalmic Association reported $39,133 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,531 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 0.24% to 0.25%. 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 1,736th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,219th of 11,911 in health care & social assistance. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 84 to 94 since 2022.

Plan summary
Net assets, end of year$16,447,988
Participants with balances125
Active participants94
Employer contributions$519,916
Employee contributions$470,175
Employer contribution per active participant$5,531
Average account balance$131,584
Benefits paid to participants$681,913
Plan auditUnmodified (clean) audit opinion
AuditorGROSSMAN, YANAK & FORD
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 125 accts · $520K emplr
2023$14.5M · 140 accts · $498K emplr
2022$11.9M · 132 accts · $392K emplr
Administrative expenses, itemized · 2024
Investment management$39,133
Total administrative$39,133
The Everett & Hurite Ophthalmic Association 401(k) match · 2024
Employer contribution per active participant$5,531
Median for plans this size$2,416
2024$5,531 per active participant
2023$6,006 per active participant
2022$4,661 per active participant

Everett & Hurite Ophthalmic Association'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 · 20243
IRONVIEW CAPITAL MANAGEMENT · Investment advisory (participants)$38,043
DUNBAR, BENDER & ZAPF, INC. · Accounting / audit · Contract administrator$4,975

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

Administrative cost history3
2024$39,133 · 0.25%
2023$32,304 · 0.24%
2022$30,999 · 0.24%
Similar plansHealth Care & Social Assistance · Pennsylvania
Stairways Behavioral Health PA$16.6M · 0.46%
Grace Inspired Ministries PA$16.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251253504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.