Plan Ledger DOL Form 5500 · updated monthly

Annadel Medical Group, Inc.401(k)

ANNADEL MEDICAL GROUP 401(K) PLAN · ANAHEIM, CA · plan year 2022

Reported admin expense ratio · 2022
0.17%

Annadel Medical Group, Inc. reported $104,164 in plan administrative expenses for 2022: 0.17% of average plan assets, above the peer median. 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,690th-largest of 9,483 plans among California employers on file, and the 1,770th of 11,911 in health care & social assistance. In 2022, the employer put in $2.44 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$53,368,249
Participants with balances232
Active participants0
Employer contributions$4,654,599
Employee contributions$1,911,046
Employer contribution per active participant—
Average account balance$230,036
Benefits paid to participants$9,358,734
Plan auditUnmodified (clean) audit opinion
AuditorLANCE, SOLL & LUNGHARD, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$53.4M · 232 accts · $4.7M emplr
Administrative expenses, itemized · 2022
Professional / advisory$104,164
Total administrative$104,164
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$104,164 · 0.17%
Similar plansHealth Care & Social Assistance · California
Centre for Neuro Skills CA$55.4M · 0.49%
Casa Colina, Inc. CA$54.6M · 0.28%
Caredx, Inc. CA$54.1M · 0.07%
Lifelong Medical Care CA$52.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300500119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.