Plan Ledger DOL Form 5500 · updated monthly

Allcare Medical Management, Inc. (Formerly Hospitality Dental).401(k)

ALLCARE MEDICAL MANAGEMENT, INC. RETIREMENT PLAN · SAN BERNARDINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Allcare Medical Management, Inc. (Formerly Hospitality Dental). reported $34,437 in plan administrative expenses for 2024: 0.47% of average plan assets, below the peer median. Employer contributions averaged $337 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 0.36% to 0.47%. 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 (6,166th of 9,483), and 6,638th of 11,911 in health care & social assistance. In 2024, employees put in $5.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,554,857
Participants with balances170
Active participants217
Employer contributions$73,136
Employee contributions$386,903
Employer contribution per active participant$337
Average account balance$44,440
Benefits paid to participants$840,866
Plan auditUnmodified (clean) audit opinion
AuditorSOREN MCADAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 170 accts · $73K emplr
2023$7.2M · 168 accts · $64K emplr
2022$6.6M · 169 accts · $65K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,186
Investment management$11,251
Total administrative$34,437
The Allcare Medical Management, Inc. (Formerly Hospitality Dental). 401(k) match · 2024
Employer contribution per active participant$337
Median for plans this size$1,313
2024$337 per active participant
2023$263 per active participant
2022$292 per active participant

Allcare Medical Management, Inc. (Formerly Hospitality Dental).'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$11,578
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$11,251
JP MORGAN INVEST HOLDING LLC$11,607

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$34,437 · 0.47%
2023$23,979 · 0.35%
2022$27,767 · 0.36%
Similar plansHealth Care & Social Assistance · California
Villa Esperanza Services CA$7.6M · 0.95%
Amigo Baby Inc CA$7.6M · 0.03%
Solheim Lutheran Home CA$7.5M · 0.84%
Dhillon Healthcare Group CA$7.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953545012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.