Plan Ledger DOL Form 5500 · updated monthly

Wm N Evans M D LTD dba Childrens Heart Center401(k)

CHILDREN'S HEART CENTER 401(K) RETIREMENT PLAN · LAS VEGAS, NV · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Wm N Evans M D LTD dba Childrens Heart Center reported $67,649 in plan administrative expenses for 2023: 0.41% of average plan assets, above the peer median. Employer contributions averaged $320 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 0.38% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 144th-largest of 437 plans among Nevada employers on file, and the 3,990th of 11,911 in health care & social assistance. In 2023, employees put in $15.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,901,119
Participants with balances124
Active participants122
Employer contributions$39,069
Employee contributions$608,885
Employer contribution per active participant$320
Average account balance$144,364
Benefits paid to participants$1,012,055
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 124 accts · $39K emplr
2023$17.9M · 124 accts · $39K emplr
2022$15.5M · 129 accts · $44K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$67,649
Total administrative$67,649
The Wm N Evans M D LTD dba Childrens Heart Center 401(k) match · 2023
Employer contribution per active participant$320
Median for plans this size$2,440
2024$320 per active participant
2023$320 per active participant
2022$347 per active participant

Wm N Evans M D LTD dba Childrens Heart Center's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$67,648
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$73,435 · 0.41%
2023$67,649 · 0.41%
2022$66,131 · 0.38%
Similar plansHealth Care & Social Assistance · Nevada
Las Vegas Urology, LLP NV$21.1M · 0.63%
Hera Health Partners LP NV$20.3M · 0.41%
Urology Nevada, LTD. NV$16.2M · 0.47%
Med-Smart, Inc. NV$13.3M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880176637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.