Plan Ledger DOL Form 5500 · updated monthly

First Urology P.S.C.401(k)

FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN · JEFFERSONVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

First Urology P.S.C. reported $247,369 in plan administrative expenses for 2024: 0.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,716 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 3 years on file its reported administrative ratio has held roughly steady near 0.39%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 230th-largest of 1,562 plans among Indiana employers on file, and the 1,537th of 11,911 in health care & social assistance. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$63,453,349
Participants with balances487
Active participants332
Employer contributions$1,897,636
Employee contributions$1,439,760
Employer contribution per active participant$5,716
Average account balance$130,294
Benefits paid to participants$9,861,411
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.5M · 487 accts · $1.9M emplr
2023$62.2M · 499 accts · $1.8M emplr
2022$57.5M · 441 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,144
Investment management$214,815
Total administrative$247,369
The First Urology P.S.C. 401(k) match · 2024
Employer contribution per active participant$5,716
Median for plans this size$3,635
2024$5,716 per active participant
2023$5,560 per active participant
2022$4,926 per active participant

First Urology P.S.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202410
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$7,144
RAYMOND JAMES & ASSOCIATES · Investment advisory (plan)$76,291
ROBERT W. BAIRD & CO. · Investment advisory (plan)$30,804
SECURITIES AMERICA INC. · Investment advisory (plan)$27,299
CUNNINGHAM FINANCIAL GROUP · Investment advisory (plan)$21,809
MORGAN STANLEY · Investment advisory (plan)$17,975
THE GLENVIEW TRUST COMPANY · Investment advisory (plan)$17,751
CHARLES SCHWAB · Investment advisory (plan)$14,273
MERITRUST WEALTH MANAGEMENT · Investment advisory (plan)$9,000
MG TRUST CO. DBA MATRIX TRUST CO. · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$247,369 · 0.39%
2023$228,242 · 0.38%
2022$249,466 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Elkhart Clinic, LLC IN$67.2M · 0.12%
Urology of Indiana, LLC IN$60.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351488175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.