Plan Ledger DOL Form 5500 · updated monthly

Sweetgrass Pediatrics401(k)

SWEETGRASS PEDIATRICS 401(K) PLAN · SUMMERVILLE, SC · plan year 2022

Reported admin expense ratio · 2022
0.89%

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

Sweetgrass Pediatrics reported $43,026 in plan administrative expenses for 2022: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,465 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 South Carolina (583rd of 807), and 8,081st of 11,911 in health care & social assistance. In 2022, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,697,270
Participants with balances83
Active participants103
Employer contributions$150,919
Employee contributions$441,280
Employer contribution per active participant$1,465
Average account balance$56,594
Benefits paid to participants$60,459
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$43,026
Total administrative$43,026
The Sweetgrass Pediatrics 401(k) match · 2022
Employer contribution per active participant$1,465
Median for plans this size$1,114

Sweetgrass Pediatrics's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$43,026 · 0.89%
Similar plansHealth Care & Social Assistance · South Carolina
Liberty Doctors, LLC SC$5.9M · 0.21%
The Sunshine House SC$3.9M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810568231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.