Plan Ledger DOL Form 5500 · updated monthly

Georgia Urology, P.A.401(k)

GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN · MCDONOUGH, GA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Georgia Urology, P.A. reported $73,453 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,888 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 0.27% to 0.14%. 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 434th-largest of 2,160 plans among Georgia employers on file, and the 1,740th of 11,911 in health care & social assistance. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 328 to 584 since 2022.

Plan summary
Net assets, end of year$54,394,679
Participants with balances313
Active participants584
Employer contributions$1,102,533
Employee contributions$2,230,068
Employer contribution per active participant$1,888
Average account balance$173,785
Benefits paid to participants$5,232,613
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$54.4M · 313 accts · $1.1M emplr
2023$49.4M · 303 accts · $964K emplr
2022$42.7M · 266 accts · $814K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,779
Investment management$59,674
Total administrative$73,453
The Georgia Urology, P.A. 401(k) match · 2024
Employer contribution per active participant$1,888
Median for plans this size$3,635
2024$1,888 per active participant
2023$2,446 per active participant
2022$2,483 per active participant

Georgia Urology, P.A.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
GRIES FINANCIAL LLC · Investment advisory (plan)$40,275
HB WEALTH MANAGEMENT, LL C · Investment advisory (participants)$19,400
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,852

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$73,453 · 0.14%
2023$21,153 · 0.05%
2022$127,108 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Hmmg, LLC GA$60.8M · 0.30%
Anesthesia Associates Of GA$50.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581109444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.