Plan Ledger DOL Form 5500 · updated monthly

Physician Partners of America401(k)

PHYSICIAN PARTNERS OF AMERICA 401 (K) PLAN · TAMPA, FL · plan year 2025

Reported admin expense ratio · 2025
0.67%

Physician Partners of America reported $34,729 in plan administrative expenses for 2025: 0.67% of average plan assets, above the peer median. 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 rose from 0.00% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,350th of 3,644), and 7,435th of 11,911 in health care & social assistance. active participation has shrunk from 468 to 416 since 2022.

Plan summary
Net assets, end of year$5,852,088
Participants with balances152
Active participants416
Employer contributions—
Employee contributions$1,073,723
Employer contribution per active participant—
Average account balance$38,501
Benefits paid to participants$596,877
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$5.9M · 152 accts
2024$4.6M · 146 accts
2023$4.0M · 128 accts
2022$3.4M · 139 accts · $7K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,729
Total administrative$34,729
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$33,080
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$34,729 · 0.67%
2024$30,788 · 0.72%
2023$25,124 · 0.68%
2022$75 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Arc Broward, Inc. FL$6.0M · 0.01%
Suncoast Skin Solutions FL$5.9M · 0.40%
Telespecialists, LLC FL$5.8M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900962715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.