Plan Ledger DOL Form 5500 · updated monthly

Southwest Regional Pcr, LLC D/B/A Microgendx401(k)

MICROGENDX 401(K) PROFIT SHARING PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Southwest Regional Pcr, LLC D/B/A Microgendx reported $29,661 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $2,581 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 0.41% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,681st of 3,644), and 8,545th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 124 to 89 since 2022.

Plan summary
Net assets, end of year$4,015,463
Participants with balances138
Active participants89
Employer contributions$229,731
Employee contributions$393,181
Employer contribution per active participant$2,581
Average account balance$29,098
Benefits paid to participants$835,407
Plan auditUnmodified (clean) audit opinion
AuditorERIN M PERDUE, CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 138 accts · $230K emplr
2023$3.8M · 136 accts · $149K emplr
2022$2.9M · 143 accts · $192K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,686
Investment management$13,975
Total administrative$29,661
The Southwest Regional Pcr, LLC D/B/A Microgendx 401(k) match · 2024
Employer contribution per active participant$2,581
Median for plans this size$1,313
2024$2,581 per active participant
2023$1,392 per active participant
2022$1,551 per active participant

Southwest Regional Pcr, LLC D/B/A Microgendx's 2024 employer contribution ran above the $1,313 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 · 20242
MORGAN STANLEY · Investment advisory (plan)$13,975

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$29,661 · 0.76%
2023$23,208 · 0.70%
2022$12,914 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Igenomix USA, LLC FL$4.2M · 0.20%
United Vein Centers FL$4.2M · 0.59%
The Arc Tampa Bay, Inc. FL$4.1M · 0.87%
Medicomp, Inc. FL$4.0M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261454419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.