Plan Ledger DOL Form 5500 · updated monthly

California Clinic Management, LLC401(k)

ACUITY EYE GROUP 401(K) PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

California Clinic Management, LLC reported $76,420 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $432 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 0.21% to 0.52%. 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 4,204th-largest of 9,483 plans among California employers on file, and the 4,283rd of 11,911 in health care & social assistance. In 2024, employees put in $5.57 for every $1.00 the employer contributed; active participation has grown from 503 to 884 since 2022.

Plan summary
Net assets, end of year$16,134,755
Participants with balances718
Active participants884
Employer contributions$381,712
Employee contributions$2,127,880
Employer contribution per active participant$432
Average account balance$22,472
Benefits paid to participants$2,008,962
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 718 accts · $382K emplr
2023$13.5M · 621 accts · $352K emplr
2022$10.7M · 467 accts · $339K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,519
Investment management$27,901
Total administrative$76,420
The California Clinic Management, LLC 401(k) match · 2024
Employer contribution per active participant$432
Median for plans this size$2,416
2024$432 per active participant
2023$484 per active participant
2022$674 per active participant

California Clinic Management, LLC'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,519
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$27,901

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$76,420 · 0.52%
2023$60,500 · 0.50%
2022$22,709 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · California
Orthowest CA$16.2M · 0.16%
Kidango, Inc. CA$16.2M · 0.01%
Cogir Management USA, Inc. CA$16.0M · 1.23%
Careonsite Management, Inc. CA$15.9M · 0.54%
Self Help for the Elderly CA$15.9M · 0.01%
Wayfinder Family Services CA$15.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474855313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.