Plan Ledger DOL Form 5500 · updated monthly

Physicians & Surgeons Clinic Ob/Gyn, PLLC401(k)

PHYSICIANS & SURGEONS CLINIC OB/GYN, PLLC, PROFIT SHARING PLAN · AMORY, MS · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Physicians & Surgeons Clinic Ob/Gyn, PLLC reported $58,907 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,120 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 rose from 0.44% to 0.47%. 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 138th-largest of 367 plans among Mississippi employers on file, and the 4,918th of 11,911 in health care & social assistance. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,975,004
Participants with balances139
Active participants77
Employer contributions$394,222
Employee contributions$450,853
Employer contribution per active participant$5,120
Average account balance$93,345
Benefits paid to participants$1,247,859
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 139 accts · $394K emplr
2023$12.0M · 124 accts · $587K emplr
2022$9.8M · 123 accts · $534K emplr
Administrative expenses, itemized · 2024
Investment management$58,907
Total administrative$58,907
The Physicians & Surgeons Clinic Ob/Gyn, PLLC 401(k) match · 2024
Employer contribution per active participant$5,120
Median for plans this size$2,416
2024$5,120 per active participant
2023$7,069 per active participant
2022$6,676 per active participant

Physicians & Surgeons Clinic Ob/Gyn, PLLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
LPL FINANCIAL · Investment advisory (plan)$37,054

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$58,907 · 0.47%
2023$46,707 · 0.43%
2022$45,076 · 0.44%
Similar plansHealth Care & Social Assistance · Mississippi

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Source: U.S. Department of Labor, Form 5500 series, EIN 640645887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.