Plan Ledger DOL Form 5500 · updated monthly

Primary Care Centers of Eastern Kentucky401(k)

PRIMARY CARE CENTERS OF EASTERN KENTUCKY 401K PLAN · HAZARD, KY · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Primary Care Centers of Eastern Kentucky reported $24,680 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,716 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 0.15% to 0.20%. 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 404th-largest of 871 plans among Kentucky employers on file, and the 4,882nd of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 248 to 295 since 2022.

Plan summary
Net assets, end of year$13,115,479
Participants with balances257
Active participants295
Employer contributions$506,079
Employee contributions$729,194
Employer contribution per active participant$1,716
Average account balance$51,033
Benefits paid to participants$1,938,523
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 257 accts · $506K emplr
2023$12.1M · 221 accts · $467K emplr
2022$9.8M · 210 accts · $388K emplr
The Primary Care Centers of Eastern Kentucky 401(k) match · 2024
Employer contribution per active participant$1,716
Median for plans this size$2,416
2024$1,716 per active participant
2023$1,667 per active participant
2022$1,563 per active participant

Primary Care Centers of Eastern Kentucky's 2024 employer contribution ran below the $2,416 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 · 20246
NATIONWIDE · Recordkeeping · Insurance services$42,579
CREATIVE RETIREMENT SYSTEMS, INC. · Recordkeeping · Loan processing$2,689
ERISA SMART · Loan processing · Other services$10,619
LEAFHOUSE FINANCIAL ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$6,638
PROACCOUNT · Investment advisory (participants)$3,821
LPL FINANCIAL LLC · Investment advisory (participants) · 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.

Recordkeeper by year2
2024CREATIVE RETIREMENT SYSTEMS, INC., Nationwide
2023CREATIVE RETIREMENT SYSTEMS, INC., Nationwide

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

Administrative cost history3
2024$24,680 · 0.20%
2023$19,907 · 0.18%
2022$15,660 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Versant Dental, PLLC KY$14.7M · 0.33%
Commonwealth Dental Group KY$14.6M · 0.51%
Winterwood, Inc. KY$13.0M · 0.60%
Healthfirst Bluegrass Inc KY$12.9M · 0.31%
Stewart Home & School, LLC KY$12.7M · 0.34%
Cedar Lake Workforce, LLC KY$12.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061685195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.