Plan Ledger DOL Form 5500 · updated monthly

Caduceus Physicians Medical Grou401(k)

CADUCEUS PHYSICIANS MEDICAL GROUP 401(K) PLAN · YORBA LINDA, CA · plan year 2022

Reported admin expense ratio · 2022
0.79%

Caduceus Physicians Medical Grou reported $20,073 in plan administrative expenses for 2022: 0.79% of average plan assets, higher than ~75% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,128th of 9,483), and 9,725th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,389,446
Participants with balances57
Active participants74
Employer contributions—
Employee contributions$123,333
Employer contribution per active participant—
Average account balance$41,920
Benefits paid to participants$39,766
Plan auditUnmodified (clean) audit opinion
AuditorDAVID BUCK
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 history1
2022$20,073 · 0.79%
Similar plansHealth Care & Social Assistance · California
The Clinic, Inc. CA$2.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330831413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.