Plan Ledger DOL Form 5500 · updated monthly

University of Louisville Physicians, Inc.401(k)

UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

University of Louisville Physicians, Inc. reported $166,850 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,562 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 0.10% to 0.12%. 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 60th-largest of 871 plans among Kentucky employers on file, and the 751st of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 2,283 to 3,232 since 2022.

Plan summary
Net assets, end of year$160,986,617
Participants with balances3,301
Active participants3,232
Employer contributions$8,281,643
Employee contributions$16,815,924
Employer contribution per active participant$2,562
Average account balance$48,769
Benefits paid to participants$7,496,716
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$161.0M · 3,301 accts · $8.3M emplr
2023$113.2M · 2,903 accts · $8.2M emplr
2022$78.4M · 2,499 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$166,850
Total administrative$166,850
The University of Louisville Physicians, Inc. 401(k) match · 2024
Employer contribution per active participant$2,562
Median for plans this size$3,635
2024$2,562 per active participant
2023$2,674 per active participant
2022$1,757 per active participant

University of Louisville Physicians, Inc.'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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$157,811
STEGNER INVESTMENT ASSOCIATES · Investment advisory (participants) · Investment advisory (plan)$9,016

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$166,850 · 0.12%
2023$369,370 · 0.39%
2022$74,043 · 0.10%
All plans at this employer2
UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLANMoney purchase plan
UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Atria Senior Living, Inc. KY$167.1M · 0.24%
Tj Regional Health Inc. KY$83.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273645560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.