Plan Ledger DOL Form 5500 · updated monthly

Trusted Doctors LLC401(k)

TRUSTED DOCTORS LLC 401K PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Trusted Doctors LLC reported $76,287 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,863 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 fell from 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 411th-largest of 2,266 plans among Virginia employers on file, and the 1,560th of 11,911 in health care & social assistance. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 423 to 911 since 2022.

Plan summary
Net assets, end of year$62,549,560
Participants with balances701
Active participants911
Employer contributions$2,608,230
Employee contributions$4,261,413
Employer contribution per active participant$2,863
Average account balance$89,229
Benefits paid to participants$938,910
Plan auditUnmodified (clean) audit opinion
AuditorSNYDER COHN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$62.5M · 701 accts · $2.6M emplr
2023$46.5M · 502 accts · $1.9M emplr
2022$33.3M · 351 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,287
Total administrative$76,287
The Trusted Doctors LLC 401(k) match · 2024
Employer contribution per active participant$2,863
Median for plans this size$3,635
2024$2,863 per active participant
2023$3,147 per active participant
2022$3,043 per active participant

Trusted Doctors LLC's 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,287

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$76,287 · 0.14%
2023$58,119 · 0.15%
2022$59,352 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
Virginia Physicians, Inc. VA$66.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540967672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.