Plan Ledger DOL Form 5500 · updated monthly

Privia Medical Group Gulf Coast, PLLC401(k)

PRIVIA MEDICAL GROUP GULF COAST RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Privia Medical Group Gulf Coast, PLLC reported $78,412 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,021 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 860th-largest of 5,688 plans among Texas employers on file, and the 2,124th of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,825,093
Participants with balances1,142
Active participants862
Employer contributions$1,742,350
Employee contributions$3,746,596
Employer contribution per active participant$2,021
Average account balance$59,392
Benefits paid to participants$3,655,347
Plan auditUnmodified (clean) audit opinion
AuditorSONZOGNI, BOTTITTO & COOPER, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,412
Total administrative$78,412
The Privia Medical Group Gulf Coast, PLLC 401(k) match · 2024
Employer contribution per active participant$2,021
Median for plans this size$3,635

Privia Medical Group Gulf Coast, PLLC's 2024 employer contribution ran below 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 · 20241

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$78,412 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Texas
Bggmc, LLC TX$70.0M · 0.09%
Axens North America, Inc. TX$67.5M · 0.13%
Porter Hedges LLP TX$66.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462456505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.