Plan Ledger DOL Form 5500 · updated monthly

Middleton Family Medicine Urgent Care, LLC401(k)

MIDDLETON FAMILY MEDICINE URGENT CARE, LLC 401(K) PLAN · MIDDLETON, MA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Middleton Family Medicine Urgent Care, LLC reported $45,436 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $3,156 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 rose from 0.45% to 0.50%. 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 Massachusetts (1,908th of 2,726), and the 5,729th of 11,911 in health care & social assistance. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,919,089
Participants with balances208
Active participants174
Employer contributions$549,167
Employee contributions$794,404
Employer contribution per active participant$3,156
Average account balance$47,688
Benefits paid to participants$1,017,081
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON & CARUCCI
Plan history2
Yearassets · accounts · employer contribution
2024$9.9M · 208 accts · $549K emplr
2023$8.4M · 181 accts · $550K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,436
Total administrative$45,436
The Middleton Family Medicine Urgent Care, LLC 401(k) match · 2024
Employer contribution per active participant$3,156
Median for plans this size$1,313
2024$3,156 per active participant
2023$3,526 per active participant

Middleton Family Medicine Urgent Care, LLC's 2024 employer contribution ran above the $1,313 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 · 20245
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$22,230
COMPASS 360$4,446
COMPASS RETIREMENT CONSULTING GROUP · Contract administrator$3,675
EMPOWER ADVISORY GROUP, LLC · Investment management$1,833

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

Administrative cost history2
2024$45,436 · 0.50%
2023$32,874 · 0.45%
Same employer
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Podimetrics, Inc MA$10.1M · 0.67%
T2 Biosystems, Inc MA$10.0M · 0.51%
Pride Star Ems MA$10.0M · 0.55%
Enable, Inc. MA$9.9M · 1.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471566157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.