Plan Ledger DOL Form 5500 · updated monthly

Ut Le Bonheur Pediatric Specialists, Inc.Profit-sharing plan

ULPS EMPLOYEE SAVINGS PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Ut Le Bonheur Pediatric Specialists, Inc. reported $334,303 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $20,545 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. 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 208th-largest of 1,496 plans among Tennessee employers on file, and the 1,311th of 11,911 in health care & social assistance. In 2024, the employer put in $2.68 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$78,101,983
Participants with balances352
Active participants244
Employer contributions$5,013,050
Employee contributions$1,869,590
Employer contribution per active participant$20,545
Average account balance$221,881
Benefits paid to participants$4,118,791
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$78.1M · 352 accts · $5.0M emplr
2023$66.6M · 329 accts · $4.6M emplr
2022$53.7M · 319 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Investment management$334,303
Total administrative$334,303
Employer contributions to the Ut Le Bonheur Pediatric Specialists, Inc. plan · 2024
Employer contribution per active participant$20,545
Median for plans this size$3,635
2024$20,545 per active participant
2023$19,391 per active participant
2022$17,797 per active participant

Ut Le Bonheur Pediatric Specialists, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$852

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$334,303 · 0.46%
2023$280,000 · 0.47%
2022$231,167 · 0.47%
Similar plansHealth Care & Social Assistance · Tennessee
Cimplify TN$91.3M · 0.11%
Newstat, PLLC TN$81.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273426141 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.