Plan Ledger DOL Form 5500 · updated monthly

Alpine Physician Partners, LLC401(k)

ALPINE PHYSICIAN PARTNERS, LLC 401(K) RETIREMENT PLAN · LOS ALAMITOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Alpine Physician Partners, LLC reported $82,509 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,589 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 1 year on file its reported administrative ratio rose from 0.16% to 0.19%. 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 1,801st-largest of 9,483 plans among California employers on file, and the 1,912th of 11,911 in health care & social assistance. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,745,454
Participants with balances975
Active participants1,247
Employer contributions$1,980,982
Employee contributions$5,600,377
Employer contribution per active participant$1,589
Average account balance$49,995
Benefits paid to participants$5,368,221
Plan auditUnmodified (clean) audit opinion
AuditorK FINANCIAL
Plan history2
Yearassets · accounts · employer contribution
2024$48.7M · 975 accts · $2.0M emplr
2023$36.5M · 876 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,499
Investment management$13,010
Total administrative$82,509
The Alpine Physician Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,589
Median for plans this size$2,416
2024$1,589 per active participant
2023$1,589 per active participant

Alpine Physician Partners, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$69,499
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,010

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

Administrative cost history2
2024$82,509 · 0.19%
2023$59,093 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · California
Vision Partners LLC CA$50.9M · 0.35%
Jwch Institute, Inc. CA$49.1M · 0.05%
Sycamores CA$48.5M · 0.21%
Onelegacy CA$48.2M · 0.13%
Millennium Health, LLC CA$48.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861193595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.