Plan Ledger DOL Form 5500 · updated monthly

Triad Adult and Pediatric Medicine, Inc.401(k)

TRIAD ADULT AND PEDIATRIC MEDICINE, INC. 401(K) PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
1.23%

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

Triad Adult and Pediatric Medicine, Inc. reported $31,119 in plan administrative expenses for 2024: 1.23% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,311 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 1.12% to 1.23%. 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 North Carolina (1,685th of 2,005), and 9,421st of 11,911 in health care & social assistance. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 88 to 105 since 2022.

Plan summary
Net assets, end of year$2,788,563
Participants with balances143
Active participants105
Employer contributions$137,612
Employee contributions$257,033
Employer contribution per active participant$1,311
Average account balance$19,500
Benefits paid to participants$162,830
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 143 accts · $138K emplr
2023$2.3M · 104 accts · $100K emplr
2022$2.0M · 102 accts · $105K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,427
Investment management$7,692
Total administrative$31,119
The Triad Adult and Pediatric Medicine, Inc. 401(k) match · 2024
Employer contribution per active participant$1,311
Median for plans this size$1,313
2024$1,311 per active participant
2023$1,165 per active participant
2022$1,189 per active participant

Triad Adult and Pediatric Medicine, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
JOHN HANCOCK USA · Recordkeeping · Investment management$14,810
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)$7,211
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$481

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,119 · 1.23%
2023$28,652 · 1.36%
2022$22,766 · 1.12%
Similar plansHealth Care & Social Assistance · North Carolina
Starmount Management LLC NC$2.7M · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561991438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.