Plan Ledger DOL Form 5500 · updated monthly

Southeast Lung and Critical Care Specialists, P.C. D/B/A Southeast Lun401(k)

SOUTHEAST LUNG AND CRITICAL CARE SPECIALISTS, P.C. 401(K) PLAN · SAVANNAH, GA · plan year 2022

Reported admin expense ratio · 2022
0.45%

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

Southeast Lung and Critical Care Specialists, P.C. D/B/A Southeast Lun reported $35,240 in plan administrative expenses for 2022: 0.45% of average plan assets, below the peer median. Employer contributions averaged $388 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,429th of 2,160), and 6,720th of 11,911 in health care & social assistance. In 2022, employees put in $11.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,333,157
Participants with balances76
Active participants98
Employer contributions$38,045
Employee contributions$443,414
Employer contribution per active participant$388
Average account balance$96,489
Benefits paid to participants$114,752
Plan auditUnmodified (clean) audit opinion
AuditorCAINES, HODGES & COMPANY, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,240
Total administrative$35,240
The Southeast Lung and Critical Care Specialists, P.C. D/B/A Southeast Lun 401(k) match · 2022
Employer contribution per active participant$388
Median for plans this size$1,114

Southeast Lung and Critical Care Specialists, P.C. D/B/A Southeast Lun's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$35,240 · 0.45%
Similar plansHealth Care & Social Assistance · Georgia
Gwinnett Clinic LTD. GA$6.7M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582362019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.