Plan Ledger DOL Form 5500 · updated monthly

Wasatch Pediatrics, Inc.401(k)

WASATCH PEDIATRICS, INC. 401(K) PROFIT SHARING PLAN · WEST JORDAN, UT · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Wasatch Pediatrics, Inc. reported $65,633 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $6,375 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 0.102%. 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 120th-largest of 848 plans among Utah employers on file, and the 1,466th of 11,911 in health care & social assistance. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,793,630
Participants with balances281
Active participants189
Employer contributions$1,204,902
Employee contributions$1,236,850
Employer contribution per active participant$6,375
Average account balance$244,817
Benefits paid to participants$1,893,900
Plan auditUnmodified (clean) audit opinion
AuditorHBME, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$68.8M · 281 accts · $1.2M emplr
2023$59.4M · 286 accts · $1.2M emplr
2022$49.9M · 267 accts · $473K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,633
Investment management$50,000
Total administrative$65,633
The Wasatch Pediatrics, Inc. 401(k) match · 2024
Employer contribution per active participant$6,375
Median for plans this size$3,635
2024$6,375 per active participant
2023$6,338 per active participant
2022$2,532 per active participant

Wasatch Pediatrics, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$15,633
D. A. DAVIDSON & COMPANY · Investment advisory (plan)$50,000

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$65,633 · 0.10%
2023$59,804 · 0.11%
2022$56,645 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Utah
Bristol Hospice UT$49.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870550275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.