Plan Ledger DOL Form 5500 · updated monthly

Advanced Medical Management,Inc.401(k)

ADVANCED MEDICAL MANAGEMENT INC. RETIREMENT PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Advanced Medical Management,Inc. reported $39,619 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $453 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 1.23% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,259th of 9,483), and 8,319th of 11,911 in health care & social assistance. In 2024, employees put in $6.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,325,869
Participants with balances300
Active participants177
Employer contributions$80,110
Employee contributions$545,881
Employer contribution per active participant$453
Average account balance$14,420
Benefits paid to participants$772,443
Plan auditUnmodified (clean) audit opinion
AuditorOZUROVICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 300 accts · $80K emplr
2023$4.0M · 285 accts · $51K emplr
2022$3.1M · 289 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,683
Investment management$13,936
Total administrative$39,619
The Advanced Medical Management,Inc. 401(k) match · 2024
Employer contribution per active participant$453
Median for plans this size$1,313
2024$453 per active participant
2023$334 per active participant

Advanced Medical Management,Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$25,683
DIVERSIFY ADVISORY SERVICES, LLC · Recordkeeping · Trustee$13,936
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, DIVERSIFY ADVISORY SERVICES, LLC
2023ADP, KLK CAPITAL MANAGEMENT LLC

This plan has changed recordkeepers within these filings. If you left Advanced Medical Management,Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,619 · 0.96%
2023$39,694 · 1.12%
2022$43,643 · 1.23%
Same employer
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Cc Amulet Management LLC CA$4.5M · 0.74%
Anx Home Healthcare CA$4.3M · 1.43%
Bonita House, Inc. CA$4.3M · 0.03%
T. E. R. I., Inc. CA$4.3M · 0.11%
Casa Pacifica CA$4.2M · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953765021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.