Plan Ledger DOL Form 5500 · updated monthly

Zephyr Anesthesia, LLC401(k)

ZEPHYR ANESTHESIA, LLC 401(K) PLAN TRUST · KENNER, LA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Zephyr Anesthesia, LLC reported $39,067 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $8,997 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 187th-largest of 884 plans among Louisiana employers on file, and the 2,782nd of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,913,431
Participants with balances140
Active participants24
Employer contributions$215,932
Employee contributions$319,406
Employer contribution per active participant$8,997
Average account balance$213,667
Benefits paid to participants$8,540,970
Plan auditUnmodified (clean) audit opinion
AuditorANDREWS HOOPER PAVLIK
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,046
Investment management$24,754
Total administrative$39,067
The Zephyr Anesthesia, LLC 401(k) match · 2024
Employer contribution per active participant$8,997
Median for plans this size$2,416

Zephyr Anesthesia, LLC's 2024 employer contribution ran above the $2,416 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 · 20244
STOKES FAMILY OFFICE LLC · Investment advisory (plan)$24,754
STOEKS FAMILY OFFICE · Investment advisory (plan)$8,244
EPGS · Legal$4,023

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

Administrative cost history1
2024$39,067 · 0.26%
Similar plansHealth Care & Social Assistance · Louisiana
Lmg, LLC LA$29.6M · 0.05%
Viemed, Inc. LA$25.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900685597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.