Plan Ledger DOL Form 5500 · updated monthly

S.B.J.S., P.C.401(k)

S.B.J.S., P.C. PROFIT SHARING PLAN · DOTHAN, AL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

S.B.J.S., P.C. reported $59,238 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $9,335 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 0.16% to 0.15%. 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 175th-largest of 902 plans among Alabama employers on file, and the 2,155th of 11,911 in health care & social assistance. In 2024, the employer put in $1.62 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$42,029,282
Participants with balances153
Active participants119
Employer contributions$1,110,811
Employee contributions$685,190
Employer contribution per active participant$9,335
Average account balance$274,701
Benefits paid to participants$1,675,612
Plan auditUnmodified (clean) audit opinion
AuditorMCDANIEL AND ASSOCIATES PC
Plan history3
Yearassets · accounts · employer contribution
2024$42.0M · 153 accts · $1.1M emplr
2023$36.8M · 153 accts · $1.1M emplr
2022$35.1M · 6 accts · $971K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,023
Total administrative$59,238
The S.B.J.S., P.C. 401(k) match · 2024
Employer contribution per active participant$9,335
Median for plans this size$2,416
2024$9,335 per active participant
2023$9,465 per active participant
2022$8,446 per active participant

S.B.J.S., P.C.'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
CAPSOUTH PARTNERS · Investment advisory (plan)$39,171
EGPS, LLC · Contract administrator$10,763

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$59,238 · 0.15%
2023$50,875 · 0.14%
2022$62,563 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
Highfive Dental Holdco, LLC AL$40.8M · 0.28%
Crowne Management, LLC AL$33.6M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200870135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.