Plan Ledger DOL Form 5500 · updated monthly

Jeffers, Mann & Artman Pediatric401(k)

JEFFERS, MANN & ARTMAN PEDIATRIC AND ADOLESCENT MEDICINE, P.A. RE · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Jeffers, Mann & Artman Pediatric reported $94,996 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $5,752 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 0.38%. 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 606th-largest of 2,005 plans among North Carolina employers on file, and the 2,976th of 11,911 in health care & social assistance. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 117 to 149 since 2022.

Plan summary
Net assets, end of year$27,201,653
Participants with balances197
Active participants149
Employer contributions$856,984
Employee contributions$1,053,992
Employer contribution per active participant$5,752
Average account balance$138,079
Benefits paid to participants$747,093
Plan auditUnmodified (clean) audit opinion
AuditorBATCHELOR, TILLERY, & ROBERTS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 197 accts · $857K emplr
2023$22.7M · 186 accts · $800K emplr
2022$18.1M · 166 accts · $806K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,247
Investment management$59,749
Total administrative$94,996
The Jeffers, Mann & Artman Pediatric 401(k) match · 2024
Employer contribution per active participant$5,752
Median for plans this size$2,416
2024$5,752 per active participant
2023$6,199 per active participant
2022$6,892 per active participant

Jeffers, Mann & Artman Pediatric'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
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$59,749
ADP, INC. · Loan processing · Recordkeeping$35,247
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$94,996 · 0.38%
2023$77,345 · 0.38%
2022$71,230 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Everyage NC$29.0M · 0.74%
Morganton Eye Physicians PA NC$28.6M · 0.24%
Telamon Corporation NC$27.5M · 0.61%
Murphy Medical Center, Inc. NC$24.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562146753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.