Plan Ledger DOL Form 5500 · updated monthly

Physicians for Women's Health, LLC401(k)

PHYSICIANS FOR WOMEN'S HEALTH, LLC SAVINGS AND RETIREMENT PLAN · ROCKY HILL, CT · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Physicians for Women's Health, LLC reported $492,316 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,450 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 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 104th-largest of 1,106 plans among Connecticut employers on file, and the 614th of 11,911 in health care & social assistance. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 1,086 to 1,210 since 2022.

Plan summary
Net assets, end of year$212,622,362
Participants with balances1,620
Active participants1,210
Employer contributions$5,384,817
Employee contributions$7,681,736
Employer contribution per active participant$4,450
Average account balance$131,248
Benefits paid to participants$24,818,333
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$212.6M · 1,620 accts · $5.4M emplr
2023$198.7M · 1,066 accts · $5.0M emplr
2022$181.4M · 1,505 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$492,316
Total administrative$492,316
The Physicians for Women's Health, LLC 401(k) match · 2024
Employer contribution per active participant$4,450
Median for plans this size$3,635
2024$4,450 per active participant
2023$4,558 per active participant
2022$4,257 per active participant

Physicians for Women's Health, LLC's 2024 employer contribution ran above the $3,635 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 · 20244
SUMMIT PLANNING GROUP · Investment management$107,963
FIDUCIENT ADVISORS · Investment advisory (plan)$74,749
THE PENSION SERVICE, INC. · Actuarial$30,590

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$492,316 · 0.24%
2023$387,641 · 0.20%
2022$464,006 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Lawrence & Memorial Hospital CT$369.4M · 0.02%
Bridgeport Hospital CT$286.6M · 0.02%
Greenwich Hospital CT$242.3M · 0.02%
Starling Physicians, P.C. CT$177.0M · 0.04%
Genedx Holdings Corp. CT$176.6M · 0.02%
Ons Mso, LLC CT$133.1M · 0.13%
Masonicare Corporation CT$124.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061483728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.