Plan Ledger DOL Form 5500 · updated monthly

Gastrointestinal Specialist of Geor Gia, Inc.401(k)

GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC. 401(K) PROFIT SHARING PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Gastrointestinal Specialist of Geor Gia, Inc. reported $108,096 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $11,055 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 fell from 0.51% to 0.29%. 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 548th-largest of 2,160 plans among Georgia employers on file, and the 2,231st of 11,911 in health care & social assistance. In 2024, the employer put in $1.48 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$40,408,252
Participants with balances144
Active participants113
Employer contributions$1,249,210
Employee contributions$844,105
Employer contribution per active participant$11,055
Average account balance$280,613
Benefits paid to participants$1,795,213
Plan auditUnmodified (clean) audit opinion
AuditorPYA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$40.4M · 144 accts · $1.2M emplr
2023$35.3M · 149 accts · $785K emplr
2022$29.0M · 135 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,859
Investment management$45,710
Trustee / custodial$4,455
Total administrative$108,096
The Gastrointestinal Specialist of Geor Gia, Inc. 401(k) match · 2024
Employer contribution per active participant$11,055
Median for plans this size$2,416
2024$11,055 per active participant
2023$6,386 per active participant
2022$9,642 per active participant

Gastrointestinal Specialist of Geor Gia, 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 · 20244
TRUIST ADVISORY SERVICES, INC · Investment advisory (participants)$45,710
THE RETIREMENT PLAN COMPANY$9,635
SHEAKLEY · Contract administrator$5,224
MATRIX · Trustee$4,455

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$108,096 · 0.29%
2023$125,984 · 0.39%
2022$158,760 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Thomas Eye Group P.C. GA$43.7M · 0.25%
Four Winds Health, LLC GA$42.6M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582136821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.