Plan Ledger DOL Form 5500 · updated monthly

Pulmonary Physicians of South Florida, LLC401(k)

PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC,PROFIT SHARING PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Pulmonary Physicians of South Florida, LLC reported $98,396 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $6,497 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 fell from 0.34% to 0.32%. 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 750th-largest of 3,644 plans among Florida employers on file, and the 2,566th of 11,911 in health care & social assistance. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$33,246,820
Participants with balances206
Active participants140
Employer contributions$909,565
Employee contributions$906,007
Employer contribution per active participant$6,497
Average account balance$161,392
Benefits paid to participants$929,912
Plan auditUnmodified (clean) audit opinion
AuditorHALLER ROBBINS EPELBAUM MISIUNAS, L
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 206 accts · $910K emplr
2023$28.2M · 218 accts · $802K emplr
2022$22.6M · 213 accts · $777K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,738
Investment management$36,619
Trustee / custodial$5,039
Total administrative$98,396
The Pulmonary Physicians of South Florida, LLC 401(k) match · 2024
Employer contribution per active participant$6,497
Median for plans this size$2,416
2024$6,497 per active participant
2023$5,647 per active participant
2022$5,886 per active participant

Pulmonary Physicians of South Florida, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
INGHAM & COMPANY · Contract administrator · Recordkeeping$56,738
NATIONAL FINANCIAL SERVICE · Custodial (securities)$36,619
RELIANCE TRUST CO. · Trustee$5,039

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

Recordkeeper by year2
2024INGHAM & COMPANY
2023INGHAM & COMPANY

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

Administrative cost history3
2024$98,396 · 0.32%
2023$88,573 · 0.35%
2022$88,810 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Rcma FL$32.4M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 412117806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.