Plan Ledger DOL Form 5500 · updated monthly

Houston Metro Urology, P.A.401(k)

HOUSTON METRO UROLOGY, P.A. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Houston Metro Urology, P.A. reported $64,202 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $9,292 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 rose from 0.15% to 0.16%. 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 1,222nd-largest of 5,688 plans among Texas employers on file, and the 2,211th of 11,911 in health care & social assistance. In 2024, the employer put in $1.53 for every $1.00 employees contributed themselves; active participation has grown from 117 to 130 since 2022.

Plan summary
Net assets, end of year$40,796,089
Participants with balances173
Active participants130
Employer contributions$1,207,989
Employee contributions$787,379
Employer contribution per active participant$9,292
Average account balance$235,816
Benefits paid to participants$5,365,389
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Plan history3
Yearassets · accounts · employer contribution
2024$40.8M · 173 accts · $1.2M emplr
2023$39.3M · 159 accts · $1.2M emplr
2022$33.2M · 167 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,202
Total administrative$64,202
The Houston Metro Urology, P.A. 401(k) match · 2024
Employer contribution per active participant$9,292
Median for plans this size$2,416
2024$9,292 per active participant
2023$9,879 per active participant
2022$9,257 per active participant

Houston Metro Urology, P.A.'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$63,642
ALLIANCE BENEFIT GROUP OF HOUSTON · Contract administrator · Other services$350
CADENCE INSURANCE · Other servicesindirect 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$64,202 · 0.16%
2023$56,573 · 0.16%
2022$57,237 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Texas
The Menninger Clinic TX$42.2M · 0.05%
McH Professional Care TX$41.8M · 0.21%
El Paso Children's Hospital TX$41.6M · 0.89%
Urology San Antonio, P.A. TX$41.5M · 0.25%
Texas Retina Associates TX$40.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204473802 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.