Plan Ledger DOL Form 5500 · updated monthly

Utah Valley Pediatrics, L.C.401(k)

UTAH VALLEY PEDIATRICS, L.C. 401(K) PROFIT SHARING PLAN · PROVO, UT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Utah Valley Pediatrics, L.C. reported $9,673 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,381 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 0.016% to 0.017%. 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 133rd-largest of 848 plans among Utah employers on file, and the 1,591st of 11,911 in health care & social assistance. In 2024, the employer put in $1.57 for every $1.00 employees contributed themselves; active participation has grown from 192 to 223 since 2022.

Plan summary
Net assets, end of year$60,916,874
Participants with balances312
Active participants223
Employer contributions$1,869,070
Employee contributions$1,194,069
Employer contribution per active participant$8,381
Average account balance$195,246
Benefits paid to participants$1,317,410
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT AND STEWART CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$60.9M · 312 accts · $1.9M emplr
2023$51.7M · 265 accts · $1.6M emplr
2022$43.6M · 256 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,658
Investment management$15
Total administrative$9,673
The Utah Valley Pediatrics, L.C. 401(k) match · 2024
Employer contribution per active participant$8,381
Median for plans this size$3,635
2024$8,381 per active participant
2023$8,196 per active participant
2022$7,716 per active participant

Utah Valley Pediatrics, L.C.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$38,814

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Utah Valley Pediatrics, L.C. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,673 · 0.02%
2023$9,188 · 0.02%
2022$7,829 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Wasatch Pediatrics, Inc. UT$68.8M · 0.10%
Bristol Hospice UT$49.2M · 0.45%
Foothill Clinic, LLC UT$34.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870549057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.