Plan Ledger DOL Form 5500 · updated monthly

Margiotti & Kroll Pediatrics, P.C.401(k)

MARGIOTTI & KROLL PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN · TREVOSE, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Margiotti & Kroll Pediatrics, P.C. reported $1,103 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,251 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 1 year on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,510th of 3,651), and 6,402nd of 11,911 in health care & social assistance. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,092,906
Participants with balances121
Active participants80
Employer contributions$180,088
Employee contributions$326,323
Employer contribution per active participant$2,251
Average account balance$66,884
Benefits paid to participants$962,794
Plan auditUnmodified (clean) audit opinion
AuditorSTELMACK DOBRANSKY & EANNANCE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 121 accts · $180K emplr
2023$7.7M · 122 accts · $171K emplr
2022$6.4M · 152 accts · $158K emplr
Administrative expenses, itemized · 2024
Investment management$1,103
Total administrative$1,103
The Margiotti & Kroll Pediatrics, P.C. 401(k) match · 2024
Employer contribution per active participant$2,251
Median for plans this size$1,313
2024$2,251 per active participant
2023$2,085 per active participant
2022$1,817 per active participant

Margiotti & Kroll Pediatrics, P.C.'s 2024 employer contribution ran above the $1,313 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 · 20243
AVANTAX INVESTMENT SERVICES INC · Investment advisory (plan)$18,153
SIEGEL ACTUARIAL CONSULTING, INC. · Contract administrator$1,850
CAPITAL GROUP RETIREMENT PLAN SERVI$1,063

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$1,103 · 0.01%
2023$1,736 · 0.02%
2022Not separately reported
Similar plansHealth Care & Social Assistance · Pennsylvania
The Bradley Center PA$8.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233045289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.