Plan Ledger DOL Form 5500 · updated monthly

Premier Heart and Vascular Center, P. A.401(k)

PREMIER HEART 401(K) PLAN · ZEPHYRHILLS, FL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Premier Heart and Vascular Center, P. A. reported $9,539 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,526 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.

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 Florida (2,778th of 3,644), and 8,863rd of 11,911 in health care & social assistance. In 2024, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,565,820
Participants with balances164
Active participants79
Employer contributions$120,568
Employee contributions$310,031
Employer contribution per active participant$1,526
Average account balance$21,743
Benefits paid to participants$1,736,447
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,539
Total administrative$9,539
The Premier Heart and Vascular Center, P. A. 401(k) match · 2024
Employer contribution per active participant$1,526
Median for plans this size$1,313

Premier Heart and Vascular Center, P. A.'s 2024 employer contribution ran above 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
ASCENSUS · Other servicesindirect comp
MORNINGSTAR · 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 history1
2024$9,539 · 0.24%
Similar plansHealth Care & Social Assistance · Florida
Family Resources, Inc. FL$3.6M · 0.89%
Tdn Aso, LLC FL$3.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203842362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.