Plan Ledger DOL Form 5500 · updated monthly

Resurgens, P.C.401(k)

RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Resurgens, P.C. reported $253,749 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,630 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 1 year on file its reported administrative ratio fell from 0.15% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 184th-largest of 2,160 plans among Georgia employers on file, and the 671st of 11,911 in health care & social assistance. In 2023, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$187,298,869
Participants with balances1,646
Active participants1,029
Employer contributions$6,822,297
Employee contributions$6,007,660
Employer contribution per active participant$6,630
Average account balance$113,790
Benefits paid to participants$31,120,756
Plan auditUnmodified (clean) audit opinion
AuditorMSTILLER, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$187.3M · 1,646 accts · $6.8M emplr
2022$175.5M · 1,493 accts · $5.7M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$154,913
Investment management$94,867
Audit (IQPA)$3,969
Total administrative$253,749
The Resurgens, P.C. 401(k) match · 2023
Employer contribution per active participant$6,630
Median for plans this size$3,659
2023$6,630 per active participant
2022$6,008 per active participant

Resurgens, P.C.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20239
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$154,913
SAGEVIEW ADVISORY GROUP, LLC · Consulting$28,500
G W HENSSLER & ASSOCIATES LTD · Investment advisory (plan)$19,324
GLOBAL RETIREMENT PARTNERS LLC · Consulting$15,500
HB WEALTH MANAGEMENT LLC · Investment advisory (plan)$11,356
CORIENT PRIVATE WEALTH LLC · Investment advisory (plan)$9,655
WAYPOINT WEALTH COUNSEL LLC · Investment advisory (plan)$9,169
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,277
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Administrative cost history2
2023$253,749 · 0.14%
2022$289,466 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Shepherd Center, Inc. GA$223.6M · 0.07%
Floyd Healthcare Management GA$205.2M · 0.22%
Scp Eye Care Services, LLC GA$185.3M · 0.13%
Au Medical Center, Inc. GA$148.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581661116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.