Plan Ledger DOL Form 5500 · updated monthly

Urology Associates of Mobile, P.A.401(k)

UROLOGY ASSOCIATES OF MOBILE, P.A. 401(K) PROFIT SHARING PLAN · MOBILE, AL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Urology Associates of Mobile, P.A. reported $68,032 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,941 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.

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 252nd-largest of 902 plans among Alabama employers on file, and the 3,133rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,300,525
Participants with balances189
Active participants201
Employer contributions$1,194,143
Employee contributions$940,700
Employer contribution per active participant$5,941
Average account balance$133,865
Benefits paid to participants$522,671
Plan auditUnmodified (clean) audit opinion
AuditorWILKINS MILLER LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,235
Investment management$40,750
Trustee / custodial$9,047
Total administrative$68,032
The Urology Associates of Mobile, P.A. 401(k) match · 2024
Employer contribution per active participant$5,941
Median for plans this size$2,416

Urology Associates of Mobile, P.A.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
NEWPORT GROUP INC · Claims processing · Recordkeeping$18,235
MITCHELL, MCLEOD, PUGH & WILLIAM · Investment advisory (plan)$40,750
NEWPORT TRUST COMPANY · Accounting / audit$9,047

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

Administrative cost history1
2024$68,032 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
Turenne & Associates, LLC AL$29.0M · 0.44%
Gut, P.C. AL$25.8M · 0.38%
Grayson & Associates, P.C. AL$24.7M · 0.19%
Norwood Clinic, Inc. AL$24.4M · 0.18%
Alabama Medical Group P.C. AL$23.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630576885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.