Plan Ledger DOL Form 5500 · updated monthly

Lincoln Surgery Center, LLC401(k)

LINCOLN SURGERY CTR 401(K) PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Lincoln Surgery Center, LLC reported $32,402 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,632 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 0.10% to 0.09%. 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 156th-largest of 565 plans among Nebraska employers on file, and the 2,246th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,737,770
Participants with balances517
Active participants438
Employer contributions$1,152,665
Employee contributions$2,489,875
Employer contribution per active participant$2,632
Average account balance$76,862
Benefits paid to participants$4,542,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.7M · 517 accts · $1.2M emplr
2023$36.2M · 528 accts · $1.0M emplr
2022$29.3M · 509 accts · $930K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,402
Total administrative$32,402
The Lincoln Surgery Center, LLC 401(k) match · 2024
Employer contribution per active participant$2,632
Median for plans this size$2,416
2024$2,632 per active participant
2023$2,325 per active participant
2022$2,144 per active participant

Lincoln Surgery Center, LLC's 2024 employer contribution ran above the $2,416 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 · 20242
UNION BANK & TRUST COMPANY · Recordkeeping · Pension consulting$32,402
MATRIX CLEARANCE AND SETTLEMENT · Securities brokerageindirect 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
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

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

Administrative cost history3
2024$32,402 · 0.09%
2023$32,258 · 0.10%
2022$32,069 · 0.10%
Similar plansHealth Care & Social Assistance · Nebraska

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470807324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.