Plan Ledger DOL Form 5500 · updated monthly

Sai Med Partners, LLC401(k)

SAI MED PARTNERS, LLC 401(K) INCENTIVE SAVINGS PLAN · READING, PA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Sai Med Partners, LLC reported $70,681 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,694 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,662nd-largest of 3,651 plans among Pennsylvania employers on file, and 5,990th of 11,654 in professional & technical services. In 2024, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,653,757
Participants with balances165
Active participants119
Employer contributions$320,625
Employee contributions$1,174,922
Employer contribution per active participant$2,694
Average account balance$106,992
Benefits paid to participants$1,614,567
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,731
Investment management$52,027
Trustee / custodial$4,923
Total administrative$70,681
The Sai Med Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,694
Median for plans this size$2,416

Sai Med Partners, 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 · 20242
PENSERV PLAN SERVICES · Recordkeeping$13,731
NORTHEAST FINANCIAL GROUP, INC · Investment management$52,027

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

Administrative cost history1
2024$70,681 · 0.42%
Same employer
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Xodus Medical, Inc. PA$18.0M · 0.37%
Did Agency Group, LLC PA$17.9M · 0.47%
Fishtown Analytics Inc. PA$17.8M · 0.09%
Syapse Holdings, Inc. PA$17.6M · 0.19%
Cmc Energy Services, Inc. PA$17.5M · 0.96%
Mullen Coughlin LLC PA$17.4M · 0.01%
Connexin Software, Inc. PA$17.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800458825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.