Plan Ledger DOL Form 5500 · updated monthly

Professional Emergency Physicians, P.C.401(k)

PROFESSIONAL EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN AND TRUST · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Professional Emergency Physicians, P.C. reported $97,259 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $17,119 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 0.158%. 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 225th-largest of 1,562 plans among Indiana employers on file, and the 1,493rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves; active participation has grown from 100 to 132 since 2022.

Plan summary
Net assets, end of year$66,758,820
Participants with balances136
Active participants132
Employer contributions$2,259,646
Employee contributions$1,949,389
Employer contribution per active participant$17,119
Average account balance$490,874
Benefits paid to participants$2,496,847
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS
Plan history3
Yearassets · accounts · employer contribution
2024$66.8M · 136 accts · $2.3M emplr
2023$56.3M · 125 accts · $2.1M emplr
2022$44.5M · 122 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,979
Investment management$8,178
Total administrative$97,259
The Professional Emergency Physicians, P.C. 401(k) match · 2024
Employer contribution per active participant$17,119
Median for plans this size$3,635
2024$17,119 per active participant
2023$17,894 per active participant
2022$20,496 per active participant

Professional Emergency Physicians, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$8,178
PETTINGA FINANCIAL ADVISORS, LLCindirect 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 history3
2024$97,259 · 0.16%
2023$72,873 · 0.14%
2022$75,570 · 0.16%
Similar plansHealth Care & Social Assistance · Indiana
Summit Radiology, P.C. IN$72.9M · 0.14%
Elkhart Clinic, LLC IN$67.2M · 0.12%
First Urology P.S.C. IN$63.5M · 0.39%
Urology of Indiana, LLC IN$60.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351183940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.