Plan Ledger DOL Form 5500 · updated monthly

Urology of Indiana, LLC401(k)

UROLOGY OF INDIANA, LLC 401(K) PLAN · GREENWOOD, IN · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Urology of Indiana, LLC reported $187,019 in plan administrative expenses for 2023: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,739 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 1 year on file its reported administrative ratio rose from 0.29% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 246th-largest of 1,562 plans among Indiana employers on file, and the 1,594th of 11,911 in health care & social assistance. In 2023, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$60,792,079
Participants with balances287
Active participants238
Employer contributions$1,841,995
Employee contributions$1,612,841
Employer contribution per active participant$7,739
Average account balance$211,819
Benefits paid to participants$7,507,258
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$60.8M · 287 accts · $1.8M emplr
2022$55.7M · 281 accts · $2.0M emplr
Administrative expenses, itemized · 2023
Investment management$143,975
Total administrative$187,019
The Urology of Indiana, LLC 401(k) match · 2023
Employer contribution per active participant$7,739
Median for plans this size$3,659
2023$7,739 per active participant
2022$8,298 per active participant

Urology of Indiana, LLC's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$43,696
PROCOURSE FIDUCIARY ADVISORS · Investment management$24,500

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024Not separately reported
2023$187,019 · 0.32%
2022$172,251 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Elkhart Clinic, LLC IN$67.2M · 0.12%
First Urology P.S.C. IN$63.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351998209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.