Plan Ledger DOL Form 5500 · updated monthly

Fidelis Medical Partners, LLC401(k)

FIDELIS MEDICAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.94%

Fidelis Medical Partners, LLC reported $33,540 in plan administrative expenses for 2022: 0.94% of average plan assets, higher than ~75% of peers. 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 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (4,420th of 5,688), and 1,649th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,579,827
Participants with balances170
Active participants202
Employer contributions—
Employee contributions$700,827
Employer contribution per active participant—
Average account balance$21,058
Benefits paid to participants$213,927
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.6M · 170 accts
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$33,540 · 0.94%
Similar plansAdministrative & Support Services · Texas
Moss Landscaping, Inc. TX$3.6M · 0.75%
Alamo Environmental, Inc. TX$3.6M · 0.37%
Consilium Staffing, LLC TX$3.5M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264491999 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.