Plan Ledger DOL Form 5500 · updated monthly

Wichita Surgical Specialists, P.A.401(k)

WICHITA SURGICAL SPECIALISTS, P.A. 401(K) PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Wichita Surgical Specialists, P.A. reported $94,700 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $10,831 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 fell from 0.18% to 0.14%. 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 93rd-largest of 828 plans among Kansas employers on file, and the 1,420th of 11,911 in health care & social assistance. In 2024, the employer put in $1.63 for every $1.00 employees contributed themselves; active participation has grown from 201 to 243 since 2022.

Plan summary
Net assets, end of year$71,478,135
Participants with balances313
Active participants243
Employer contributions$2,632,010
Employee contributions$1,609,900
Employer contribution per active participant$10,831
Average account balance$228,365
Benefits paid to participants$10,276,645
Plan auditUnmodified (clean) audit opinion
AuditorALLEN GIBBS & HOULIK,LC
Plan history3
Yearassets · accounts · employer contribution
2024$71.5M · 313 accts · $2.6M emplr
2023$68.1M · 295 accts · $2.3M emplr
2022$54.7M · 285 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$450
Investment management$94,250
Total administrative$94,700
The Wichita Surgical Specialists, P.A. 401(k) match · 2024
Employer contribution per active participant$10,831
Median for plans this size$3,635
2024$10,831 per active participant
2023$10,473 per active participant
2022$10,748 per active participant

Wichita Surgical Specialists, P.A.'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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$75,911
CREATIVE PLANNING LLC · Investment advisory (participants)$18,715
CHARLES SCHWAB & CO., INC. · Securities brokerage$336

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
2024$94,700 · 0.14%
2023$87,077 · 0.14%
2022$109,956 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
Nuehealth Equity Co., LLC KS$103.0M · 0.33%
A Place for Mom, Inc. KS$58.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481156958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.