Plan Ledger DOL Form 5500 · updated monthly

Physician Directed Partners Inc401(k)

PHYSICIAN DIRECTED PARTNERS, INC. 401(K) RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Physician Directed Partners Inc reported $47,888 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $811 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 0.61% to 1.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,224th of 5,688), and 8,333rd of 11,911 in health care & social assistance. In 2024, employees put in $4.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,309,632
Participants with balances101
Active participants211
Employer contributions$171,158
Employee contributions$802,388
Employer contribution per active participant$811
Average account balance$42,670
Benefits paid to participants$651,296
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 101 accts · $171K emplr
2023$3.7M · 134 accts · $179K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,290
Investment management$25,598
Total administrative$47,888
The Physician Directed Partners Inc 401(k) match · 2024
Employer contribution per active participant$811
Median for plans this size$1,313
2024$811 per active participant
2023$712 per active participant

Physician Directed Partners Inc's 2024 employer contribution ran below the $1,313 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
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$17,845
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$7,753

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$47,888 · 1.20%
2023$22,395 · 0.61%
All plans at this employer2
PHYSICIAN DIRECTED PARTNERS, INC. 401(K) RETIREMENT PLAN401(k)
PHYSICIAN DIRECTED PARTNERS, INC. 401(K) RETIREMENT PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 871723023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.