Plan Ledger DOL Form 5500 · updated monthly

Wake Forest Emergency ProvidersProfit-sharing plan

WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER COMMUNITY PHYSICIANS RETIREMENT PLAN · WINSTON SALEM, NC · plan year 2023

Reported admin expense ratio · 2023
0.22%

Wake Forest Emergency Providers reported $2,462 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. 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 0.06% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in North Carolina (1,859th of 2,005), and 10,729th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,206,809
Participants with balances96
Active participants45
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$12,571
Benefits paid to participants$23,003
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.2M · 96 accts
2022$1.1M · 115 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,462
Total administrative$2,462
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 · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$2,462
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Administrative cost history2
2023$2,462 · 0.22%
2022$762 · 0.06%
Similar plansHealth Care & Social Assistance · North Carolina
Smithfield Manor, Inc. NC$1.1M · 0.78%
Southlight Healthcare NC$1.0M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561903275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.