Plan Ledger DOL Form 5500 · updated monthly

Pediatric Health Care Associates, P.C.401(k)

PEDIATRIC HEALTH CARE ASSOCIATES, PC 401(K) PLAN · PEABODY, MA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Pediatric Health Care Associates, P.C. reported $71,316 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,032 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 3 years on file its reported administrative ratio has held roughly steady near 0.32%. 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 1,158th-largest of 2,726 plans among Massachusetts employers on file, and the 3,256th of 11,911 in health care & social assistance. In 2024, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,961,633
Participants with balances238
Active participants203
Employer contributions$209,427
Employee contributions$1,115,235
Employer contribution per active participant$1,032
Average account balance$100,679
Benefits paid to participants$786,393
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 238 accts · $209K emplr
2023$20.2M · 238 accts · $192K emplr
2022$17.2M · 196 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,164
Investment management$46,152
Total administrative$71,316
The Pediatric Health Care Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$1,032
Median for plans this size$2,416
2024$1,032 per active participant
2023$820 per active participant
2022$856 per active participant

Pediatric Health Care Associates, P.C.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$25,164
RESOURCES INVESTMENT ADVISORS. · Investment advisory (plan)$46,152

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
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$71,316 · 0.32%
2023$60,773 · 0.33%
2022$64,046 · 0.34%
Similar plansHealth Care & Social Assistance · Massachusetts
Element Care, Inc. MA$24.7M · 0.35%
Care Dimensions, Inc. MA$23.9M · 0.53%
Pointe Group Care, LLC MA$23.6M · 0.63%
Lcb Senior Living, LLC MA$23.2M · 1.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042942275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.