Plan Ledger DOL Form 5500 · updated monthly

Otolaryngology Associates, LLC401(k)

OTOLARYNGOLOGY ASSOCIATES, LLC, 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Otolaryngology Associates, LLC reported $16,647 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,163 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 rose from 0.00% to 0.04%. 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 301st-largest of 1,562 plans among Indiana employers on file, and the 1,933rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$47,817,140
Participants with balances162
Active participants159
Employer contributions$979,838
Employee contributions$898,708
Employer contribution per active participant$6,163
Average account balance$295,168
Benefits paid to participants$2,283,177
Plan auditUnmodified (clean) audit opinion
AuditorL.M. HENDERSON & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$47.8M · 162 accts · $980K emplr
2023$42.3M · 142 accts · $1.1M emplr
2022$37.8M · 135 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,647
Total administrative$16,647
The Otolaryngology Associates, LLC 401(k) match · 2024
Employer contribution per active participant$6,163
Median for plans this size$2,416
2024$6,163 per active participant
2023$6,396 per active participant
2022$6,789 per active participant

Otolaryngology Associates, LLC's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$16,647

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

Recordkeeper by year2
2024Vanguard
2023Bank of America / Merrill

This plan has changed recordkeepers within these filings. If you left Otolaryngology Associates, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,647 · 0.04%
2023$1,153 · 0.00%
2022$825 · 0.00%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 351966829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.