Plan Ledger DOL Form 5500 · updated monthly

Pediatrics West, P.C.401(k)

PEDIATRICS WEST, P.C. 401(K) PROFIT SHARING PLAN · WESTFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Pediatrics West, P.C. reported $830 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,629 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 0.009% to 0.006%. 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 among the smaller plans on file in Massachusetts (1,582nd of 2,726), and the 4,642nd of 11,911 in health care & social assistance. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,176,589
Participants with balances167
Active participants138
Employer contributions$362,753
Employee contributions$645,012
Employer contribution per active participant$2,629
Average account balance$84,890
Benefits paid to participants$257,650
Plan auditUnmodified (clean) audit opinion
AuditorANSTISS & CO., P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 167 accts · $363K emplr
2023$11.9M · 164 accts · $310K emplr
2022$10.0M · 164 accts · $365K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$830
Total administrative$830
The Pediatrics West, P.C. 401(k) match · 2024
Employer contribution per active participant$2,629
Median for plans this size$2,416
2024$2,629 per active participant
2023$2,384 per active participant
2022$2,833 per active participant

Pediatrics West, P.C.'s 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$831

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

Administrative cost history3
2024$830 · 0.01%
2023$1,204 · 0.01%
2022$987 · 0.01%
Similar plansHealth Care & Social Assistance · Massachusetts
Springwell, Inc. MA$14.7M · 0.59%
Onsite Mammography, LLC MA$13.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042623388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.