Plan Ledger DOL Form 5500 · updated monthly

Idaho Urologic Institute, P.A.401(k)

IDAHO UROLOGIC INSTITUTE, P.A. 401K PROFIT SHARING PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Idaho Urologic Institute, P.A. reported $44,991 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,659 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 0.24% to 0.20%. 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 92nd-largest of 349 plans among Idaho employers on file, and the 3,206th of 11,911 in health care & social assistance. In 2024, the employer put in $1.62 for every $1.00 employees contributed themselves; active participation has grown from 111 to 123 since 2022.

Plan summary
Net assets, end of year$24,491,726
Participants with balances175
Active participants123
Employer contributions$819,034
Employee contributions$505,007
Employer contribution per active participant$6,659
Average account balance$139,953
Benefits paid to participants$419,256
Plan auditUnmodified (clean) audit opinion
AuditorRIPLEY DOORN & COMPANY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.5M · 175 accts · $819K emplr
2023$20.8M · 161 accts · $714K emplr
2022$17.3M · 153 accts · $691K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$725
Investment management$44,266
Total administrative$44,991
The Idaho Urologic Institute, P.A. 401(k) match · 2024
Employer contribution per active participant$6,659
Median for plans this size$2,416
2024$6,659 per active participant
2023$6,494 per active participant
2022$6,229 per active participant

Idaho Urologic Institute, 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 · 20242
BETO FINANCIAL GROUP LLC · Investment advisory (plan)$44,266
CAPITAL GROUP RETIREMENT SERVICES$725

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$44,991 · 0.20%
2023$44,405 · 0.23%
2022$45,880 · 0.24%
Similar plansHealth Care & Social Assistance · Idaho
Full Circle Health, Inc. ID$32.9M · 0.15%
Bmh, Inc. ID$27.2M · 0.04%
Cascadia Healthcare ID$26.9M · 1.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201300128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.