Plan Ledger DOL Form 5500 · updated monthly

Marshall Pediatric Therapy401(k)

MARSHALL PEDIATRIC THERAPY 401(K) RETIREMENT PLAN · NICHOLASVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Marshall Pediatric Therapy reported $3,390 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,574 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.

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 Kentucky (795th of 871), and 10,346th of 11,911 in health care & social assistance. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,652,560
Participants with balances118
Active participants114
Employer contributions$179,464
Employee contributions$298,603
Employer contribution per active participant$1,574
Average account balance$14,005
Benefits paid to participants$174,063
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,390
Total administrative$3,390
The Marshall Pediatric Therapy 401(k) match · 2024
Employer contribution per active participant$1,574
Median for plans this size$1,313

Marshall Pediatric Therapy'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.

Administrative cost history1
2024$3,390 · 0.24%
Similar plansHealth Care & Social Assistance · Kentucky
Pensacola Health Partners KY$2.2M · 1.19%
Isaiah House, Inc. KY$2.0M · 1.22%
HC269, LLC KY$1.7M · 1.32%
Arcadia Communities LLC KY$1.4M · 0.08%
Dx Solutions LLC KY$1.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454141732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.