Plan Ledger DOL Form 5500 · updated monthly

Pediatric Affiliates, P.A.401(k)

PEDIATRIC AFFILIATES, P.A. 401(K) PLAN · TOMS RIVER, NJ · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Pediatric Affiliates, P.A. reported $128,008 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,095 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 fell from 0.59% to 0.56%. 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 990th-largest of 2,419 plans among New Jersey employers on file, and the 3,339th of 11,911 in health care & social assistance. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$23,051,504
Participants with balances225
Active participants160
Employer contributions$335,211
Employee contributions$310,994
Employer contribution per active participant$2,095
Average account balance$102,451
Benefits paid to participants$2,327,181
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 225 accts · $335K emplr
2023$22.9M · 225 accts · $308K emplr
2022$21.7M · 248 accts · $304K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,521
Investment management$68,477
Total administrative$128,008
The Pediatric Affiliates, P.A. 401(k) match · 2024
Employer contribution per active participant$2,095
Median for plans this size$2,416
2024$2,095 per active participant
2023$1,965 per active participant
2022$1,964 per active participant

Pediatric Affiliates, P.A.'s 2024 employer contribution ran below the $2,416 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
ASCENSUS, LLC · Recordkeeping$46,521
RTD FINANCIAL ADVISORS · Investment advisory (plan)$68,477
THE MANDMARBLESTONE GROUP LLC · Consulting$11,055

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

Recordkeeper by year2
2024Ascensus
2023Newport (Ascensus)

This plan has changed recordkeepers within these filings. If you left Pediatric Affiliates, P.A. 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$128,008 · 0.56%
2023$120,970 · 0.54%
2022$124,597 · 0.59%
Similar plansHealth Care & Social Assistance · New Jersey
Bpl Plasma, Inc. NJ$23.5M · 0.08%
Autism Speaks, Inc. NJ$23.2M · 0.34%
Eden Autism Services, Inc. NJ$22.3M · 1.27%
Refac Optical Group NJ$22.3M · 0.24%
Fellowshiplife, Inc. NJ$22.2M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221930628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.