Plan Ledger DOL Form 5500 · updated monthly

Mountain West Anesthesia, L.L.C.401(k)

MOUNTAIN WEST ANESTHESIA, L.L.C. RETIREMENT PLAN · LEHI, UT · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Mountain West Anesthesia, L.L.C. reported $165,482 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $27,485 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 0.02% to 0.14%. 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 61st-largest of 848 plans among Utah employers on file, and the 870th of 11,911 in health care & social assistance. In 2024, the employer put in $1.54 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$130,779,940
Participants with balances218
Active participants238
Employer contributions$6,541,399
Employee contributions$4,240,690
Employer contribution per active participant$27,485
Average account balance$599,908
Benefits paid to participants$5,804,059
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history2
Yearassets · accounts · employer contribution
2024$130.8M · 218 accts · $6.5M emplr
2023$105.7M · 193 accts · $6.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,119
Investment management$163,363
Total administrative$165,482
The Mountain West Anesthesia, L.L.C. 401(k) match · 2024
Employer contribution per active participant$27,485
Median for plans this size$3,635
2024$27,485 per active participant
2023$32,403 per active participant

Mountain West Anesthesia, L.L.C.'s 2024 employer contribution ran above the $3,635 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 · 20242
PHYSICIAN WEALTH ADVISOR S, INC · Investment advisory (participants)$159,184
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$165,482 · 0.14%
2023$18,878 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Myriad Genetics, Inc. UT$458.1M · 0.00%
Revere Health UT$254.8M · 0.08%
Tanner Memorial Clinic UT$146.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870545614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.