Plan Ledger DOL Form 5500 · updated monthly

Jefferson City Medical Group, P.C.401(k)

JEFFERSON CITY MEDICAL GROUP, P. C. PROFIT SHARING PLAN · JEFFERSON CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Jefferson City Medical Group, P.C. reported $185,128 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $5,873 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 0.22% to 0.17%. 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 174th-largest of 1,393 plans among Missouri employers on file, and the 1,003rd of 11,911 in health care & social assistance. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$113,123,690
Participants with balances736
Active participants531
Employer contributions$3,118,544
Employee contributions$3,346,633
Employer contribution per active participant$5,873
Average account balance$153,701
Benefits paid to participants$6,845,730
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS-KEEPERS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$113.1M · 736 accts · $3.1M emplr
2023$100.2M · 675 accts · $3.2M emplr
2022$89.7M · 742 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,920
Investment management$67,208
Total administrative$185,128
The Jefferson City Medical Group, P.C. 401(k) match · 2024
Employer contribution per active participant$5,873
Median for plans this size$3,635
2024$5,873 per active participant
2023$6,439 per active participant
2022$6,054 per active participant

Jefferson City Medical Group, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$117,920
MONETA GROUP LLC · Investment advisory (plan)$67,208
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect 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
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$185,128 · 0.17%
2023$197,827 · 0.21%
2022$217,747 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Lake Regional Health System MO$116.8M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430954586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.