Plan Ledger DOL Form 5500 · updated monthly

Society Hill Anesthesia, P.C.401(k)

SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Society Hill Anesthesia, P.C. reported $95,751 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $14,552 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 rose from 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 461st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,080th of 11,911 in health care & social assistance. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$102,696,708
Participants with balances231
Active participants173
Employer contributions$2,517,476
Employee contributions$3,329,121
Employer contribution per active participant$14,552
Average account balance$444,574
Benefits paid to participants$3,662,031
Plan auditUnmodified (clean) audit opinion
AuditorBLATT & DAUMAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$102.7M · 231 accts · $2.5M emplr
2023$89.3M · 227 accts · $2.2M emplr
2022$77.2M · 217 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,751
Total administrative$95,751
The Society Hill Anesthesia, P.C. 401(k) match · 2024
Employer contribution per active participant$14,552
Median for plans this size$3,635
2024$14,552 per active participant
2023$13,334 per active participant
2022$12,959 per active participant

Society Hill Anesthesia, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20241
GWFS EQUITIES INC · Recordkeeping · Securities brokerage$95,751

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

Recordkeeper by year2
2024GWFS EQUITIES INC
2023GWFS EQUITIES INC

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

Administrative cost history3
2024$95,751 · 0.10%
2023$82,803 · 0.10%
2022$81,451 · 0.09%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Butler Memorial Hospital PA$103.1M · 0.08%
Post Acute Medical, LLC PA$90.2M · 0.09%
Pressley Ridge PA$83.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233030169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.