Plan Ledger DOL Form 5500 · updated monthly

Traylor Porter Health Care Management, Inc.401(k)

TRAYLOR PORTER HEALTH CARE MAN 401(K) PROFIT SHARING PLAN & TRUST · OPELIKA, AL · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Traylor Porter Health Care Management, Inc. reported $42,180 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $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 3 years on file its reported administrative ratio has held roughly steady near 0.95%. 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 Alabama (636th of 902), and 8,018th of 11,911 in health care & social assistance. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 256 to 324 since 2022.

Plan summary
Net assets, end of year$4,803,144
Participants with balances112
Active participants324
Employer contributions$188,082
Employee contributions$310,876
Employer contribution per active participant$581
Average account balance$42,885
Benefits paid to participants$163,900
Plan auditUnmodified (clean) audit opinion
AuditorCARR RIGGS & INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 112 accts · $188K emplr
2023$4.1M · 123 accts · $155K emplr
2022$3.0M · 109 accts · $88K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,180
Total administrative$42,180
The Traylor Porter Health Care Management, Inc. 401(k) match · 2024
Employer contribution per active participant$581
Median for plans this size$1,313
2024$581 per active participant
2023$504 per active participant
2022$343 per active participant

Traylor Porter Health Care Management, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
WELLS FARGO ADVISORS · Investment advisory (plan)$16,751

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$42,180 · 0.95%
2023$23,868 · 0.67%
2022$30,357 · 0.92%
Similar plansHealth Care & Social Assistance · Alabama

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Source: U.S. Department of Labor, Form 5500 series, EIN 264227834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.