Plan Ledger DOL Form 5500 · updated monthly

Surgical Information Systems, LLC401(k)

SURGICAL INFORMATION SYSTEMS, LLC 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Surgical Information Systems, LLC reported $54,581 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,014 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 fell from 0.18% to 0.16%. 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 594th-largest of 2,160 plans among Georgia employers on file, and the 3,586th of 11,654 in professional & technical services. In 2024, employees put in $3.69 for every $1.00 the employer contributed; active participation has grown from 317 to 358 since 2022.

Plan summary
Net assets, end of year$36,114,714
Participants with balances417
Active participants358
Employer contributions$720,932
Employee contributions$2,657,941
Employer contribution per active participant$2,014
Average account balance$86,606
Benefits paid to participants$2,578,887
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS, BENATOR & LIBBY
Plan history3
Yearassets · accounts · employer contribution
2024$36.1M · 417 accts · $721K emplr
2023$30.8M · 411 accts · $640K emplr
2022$24.8M · 397 accts · $649K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,581
Total administrative$54,581
The Surgical Information Systems, LLC 401(k) match · 2024
Employer contribution per active participant$2,014
Median for plans this size$2,416
2024$2,014 per active participant
2023$1,921 per active participant
2022$2,049 per active participant

Surgical Information Systems, LLC's 2024 employer contribution ran below 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$54,581

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$54,581 · 0.16%
2023$47,331 · 0.17%
2022$49,561 · 0.18%
Same employer
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Graphics-Atlanta, LLC GA$37.3M · 0.08%
Secretariat Advisors LLC GA$36.5M · 0.36%
Stibo Systems, Inc. GA$36.3M · 0.11%
Internap Holdings LLC GA$36.1M · 0.22%
Intralot USA GA$35.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582535467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.