Plan Ledger DOL Form 5500 · updated monthly

Gastroenterology Specialties, P.C.401(k)

GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Gastroenterology Specialties, P.C. reported $91,387 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $11,312 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 0.22%. 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 144th-largest of 565 plans among Nebraska employers on file, and the 2,099th of 11,911 in health care & social assistance. In 2024, the employer put in $1.95 for every $1.00 employees contributed themselves; active participation has grown from 108 to 143 since 2022.

Plan summary
Net assets, end of year$43,226,333
Participants with balances185
Active participants143
Employer contributions$1,617,649
Employee contributions$830,626
Employer contribution per active participant$11,312
Average account balance$233,656
Benefits paid to participants$2,827,362
Plan auditUnmodified (clean) audit opinion
AuditorRYAN + MANN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$43.2M · 185 accts · $1.6M emplr
2023$38.2M · 159 accts · $1.4M emplr
2022$31.0M · 142 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,387
Total administrative$91,387
The Gastroenterology Specialties, P.C. 401(k) match · 2024
Employer contribution per active participant$11,312
Median for plans this size$2,416
2024$11,312 per active participant
2023$11,650 per active participant
2022$12,010 per active participant

Gastroenterology Specialties, P.C.'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 · 20247
DA DAVIDSON & CO · Investment advisory (plan)$26,306
CAPITAL GROUP RETIREMENT PLAN SERVI$17,399
PENSION ADMINISTRATORS LLC · Contract administrator$2,287
CHARLES SCHWABindirect comp
WELLS FARGO ADVISORSindirect comp
ELKHORN PARTNERS LIMITED PARTNERSHIindirect comp

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$91,387 · 0.22%
2023$78,923 · 0.23%
2022$76,057 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Grand Island Clinic, Inc. NE$47.8M · 0.18%
Lincoln Surgery Center, LLC NE$39.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470717686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.