Plan Ledger DOL Form 5500 · updated monthly

Tri-State Gastroenterology Associates, PSC401(k)

TRI-STATE GASTROENTEROLOGY ASSOCIATES, P.S.C.401(K) PLAN · CRESTVIEW HILLS, KY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Tri-State Gastroenterology Associates, PSC reported $7,450 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,048 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 rose from 0.046% to 0.049%. 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 347th-largest of 871 plans among Kentucky employers on file, and the 4,295th of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 98 to 111 since 2022.

Plan summary
Net assets, end of year$16,069,665
Participants with balances163
Active participants111
Employer contributions$449,377
Employee contributions$561,836
Employer contribution per active participant$4,048
Average account balance$98,587
Benefits paid to participants$506,369
Plan auditUnmodified (clean) audit opinion
AuditorRUDLER, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 163 accts · $449K emplr
2023$14.1M · 183 accts · $423K emplr
2022$12.1M · 151 accts · $425K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,050
Total administrative$7,450
The Tri-State Gastroenterology Associates, PSC 401(k) match · 2024
Employer contribution per active participant$4,048
Median for plans this size$2,416
2024$4,048 per active participant
2023$4,357 per active participant
2022$4,337 per active participant

Tri-State Gastroenterology Associates, PSC's 2024 employer contribution ran above 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$7,450 · 0.05%
2023$3,600 · 0.03%
2022$7,924 · 0.05%
Similar plansHealth Care & Social Assistance · Kentucky
Big Sandy Health Care, Inc KY$17.5M · 0.10%
One Pediatrics, PLLC KY$15.5M · 0.25%
Russell County Hospital KY$15.0M · 0.70%
Versant Dental, PLLC KY$14.7M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611192347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.