Plan Ledger DOL Form 5500 · updated monthly

Burger Rehabilitation Systems, Inc.401(k)

BURGER PHYSICAL THERAPY PROFIT SHARING & 401(K) PLAN · FOLSOM, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Burger Rehabilitation Systems, Inc. reported $53,295 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $65 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 0.58% to 0.50%. 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 among the smaller plans on file in California (5,167th of 9,483), and the 5,394th of 11,911 in health care & social assistance. In 2024, employees put in $50.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,128,353
Participants with balances201
Active participants155
Employer contributions$10,133
Employee contributions$506,666
Employer contribution per active participant$65
Average account balance$55,365
Benefits paid to participants$521,405
Plan auditUnmodified (clean) audit opinion
AuditorANNE MCCALEB CPA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 201 accts · $10K emplr
2023$10.0M · 199 accts · $11K emplr
2022$8.5M · 223 accts · $10K emplr
Administrative expenses, itemized · 2024
Investment management$48,022
Total administrative$53,295
The Burger Rehabilitation Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$65
Median for plans this size$2,416
2024$65 per active participant
2023$61 per active participant
2022$66 per active participant

Burger Rehabilitation Systems, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
SECURITIES AMERICA ADVISORS INC · Investment advisory (plan)$26,363
COTA STREET INVESTMENT MANAGEMENT · Investment management$21,659
WORLD INVESTMENT ADVISORS LLC$5,273

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$53,295 · 0.50%
2023$36,909 · 0.40%
2022$59,181 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · California
Essential Access Health CA$11.3M · 0.02%
Asian American Drug Abuse CA$11.3M · 0.90%
Berg Senior Services, LLC CA$10.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841251420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.