Plan Ledger DOL Form 5500 · updated monthly

Stacy Lane, D.O., LLC401(k)

STACY LANE, D.O., LLC 401(K) PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Stacy Lane, D.O., LLC reported $13,741 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $4,345 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 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (3,104th of 3,651), and 8,900th of 11,911 in health care & social assistance. In 2023, the employer put in $1.48 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,522,181
Participants with balances201
Active participants142
Employer contributions$616,987
Employee contributions$415,591
Employer contribution per active participant$4,345
Average account balance$17,523
Benefits paid to participants$72,456
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Investment management$13,741
Total administrative$13,741
The Stacy Lane, D.O., LLC 401(k) match · 2023
Employer contribution per active participant$4,345
Median for plans this size$1,308

Stacy Lane, D.O., LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MORGAN STANLEY SMITH BARNEY, LLC · Investment advisory (participants)$13,741

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

Administrative cost history1
2023$13,741 · 0.49%
Similar plansHealth Care & Social Assistance · Pennsylvania
Children's Home of York PA$3.6M · 0.07%
Bethany Childrens Home PA$3.4M · 0.67%
Lifeswork of Western PA PA$3.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462239427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.