Plan Ledger DOL Form 5500 · updated monthly

The Ear, Nose and Throat Surgical Associates, P.A.401(k)

THE EAR, NOSE AND THROAT SURGICAL ASSOCIATES, P.A. PROFIT SHARING PLAN · WINTER PARK, FL · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

The Ear, Nose and Throat Surgical Associates, P.A. reported $121,819 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,851 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 3 years on file its reported administrative ratio has held roughly steady near 0.828%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,362nd-largest of 3,644 plans among Florida employers on file, and the 4,476th of 11,911 in health care & social assistance. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,077,078
Participants with balances195
Active participants145
Employer contributions$268,384
Employee contributions$463,825
Employer contribution per active participant$1,851
Average account balance$77,318
Benefits paid to participants$1,822,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 195 accts · $268K emplr
2023$14.3M · 173 accts · $223K emplr
2022$11.6M · 144 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,819
Total administrative$121,819
The The Ear, Nose and Throat Surgical Associates, P.A. 401(k) match · 2024
Employer contribution per active participant$1,851
Median for plans this size$2,416
2024$1,851 per active participant
2023$1,662 per active participant
2022$1,489 per active participant

The Ear, Nose and Throat Surgical Associates, P.A.'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.

Administrative cost history3
2024$121,819 · 0.83%
2023$108,489 · 0.84%
2022$115,271 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Sage Dental Management, LLC FL$15.7M · 0.97%
Vaxcare Corporation FL$14.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593213724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.