Plan Ledger DOL Form 5500 · updated monthly

Reid Outpatient Surgery and Endoscopy, LLC401(k)

REID OUTPATIENT SURGERY AND ENDOSCOPY 401(K) PLAN · RICHMOND, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Reid Outpatient Surgery and Endoscopy, LLC reported $31,485 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,435 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 0.33% to 0.25%. 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 776th-largest of 1,562 plans among Indiana employers on file, and the 4,875th of 11,911 in health care & social assistance. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has shrunk from 198 to 177 since 2022.

Plan summary
Net assets, end of year$13,159,734
Participants with balances219
Active participants177
Employer contributions$430,939
Employee contributions$601,583
Employer contribution per active participant$2,435
Average account balance$60,090
Benefits paid to participants$1,248,821
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE, & SCHOENFELD
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 219 accts · $431K emplr
2023$11.8M · 224 accts · $362K emplr
2022$9.7M · 223 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,068
Investment management$15,252
Trustee / custodial$3,165
Total administrative$31,485
The Reid Outpatient Surgery and Endoscopy, LLC 401(k) match · 2024
Employer contribution per active participant$2,435
Median for plans this size$2,416
2024$2,435 per active participant
2023$2,091 per active participant
2022$1,713 per active participant

Reid Outpatient Surgery and Endoscopy, LLC's 2024 employer contribution ran above 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 · 20245
ASCENSUS · Recordkeeping · Loan processing$10,739
NYHART · Recordkeeping · Loan processing$2,329
MORGAN STANLEY WEALTH MANAGEMENT · Investment advisory (plan)$14,324
CHARLES SCHWAB TRUST BANK · Trustee (directed)$3,165
ALLWORTH FINANCIAL MANAGEMENT · Trustee (directed)$928

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

Recordkeeper by year2
2024Ascensus, NYHART
2023Ascensus, NYHART

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

Administrative cost history3
2024$31,485 · 0.25%
2023$29,206 · 0.27%
2022$33,618 · 0.33%
Similar plansHealth Care & Social Assistance · Indiana
Damar Services Inc. IN$13.7M · 0.21%
New Hope of Indiana, Inc. IN$13.3M · 0.41%
Northeastern Center, Inc. IN$12.8M · 0.02%
Hopebridge, LLC IN$12.1M · 1.06%
Golden Living Centers IN$12.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202844915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.