Plan Ledger DOL Form 5500 · updated monthly

Pinehurst Surgical Clinic, P.A.401(k)

PINEHURST SURGICAL CLINIC, P. A. RETIREMENT AND SAVINGS PLAN · PINEHURST, NC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Pinehurst Surgical Clinic, P.A. reported $131,080 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,401 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 0.14%. 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 214th-largest of 2,005 plans among North Carolina employers on file, and the 1,141st of 11,911 in health care & social assistance. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$95,331,975
Participants with balances648
Active participants483
Employer contributions$3,091,694
Employee contributions$2,559,343
Employer contribution per active participant$6,401
Average account balance$147,117
Benefits paid to participants$9,982,571
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.3M · 648 accts · $3.1M emplr
2023$88.0M · 670 accts · $3.3M emplr
2022$71.4M · 611 accts · $3.1M emplr
The Pinehurst Surgical Clinic, P.A. 401(k) match · 2024
Employer contribution per active participant$6,401
Median for plans this size$3,635
2024$6,401 per active participant
2023$6,231 per active participant
2022$6,187 per active participant

Pinehurst Surgical Clinic, P.A.'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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$109,460
VANGUARD ADVISERS INC. · Investment advisory (participants)$26,370

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$131,080 · 0.14%
2023$121,324 · 0.15%
2022$116,182 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Boice-Willis Clinic, P.A. NC$97.0M · 0.16%
Ara Health Specialists, P.A NC$87.3M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 560942061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.