Plan Ledger DOL Form 5500 · updated monthly

California Eye Specialists Medical Group, Inc.401(k)

CALIFORNIA EYE SPECIALISTS 401 K PROFIT SHARING PLAN TRUST · CHINO, CA · plan year 2024

Plan assets · 2024
$2.4M

California Eye Specialists Medical Group, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $2,385,474 across 176 participant accounts. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.08% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,131st of 9,483), and 9,729th of 11,911 in health care & social assistance. active participation has grown from 288 to 395 since 2022.

Plan summary
Net assets, end of year$2,385,474
Participants with balances176
Active participants395
Employer contributions—
Employee contributions$561,456
Employer contribution per active participant—
Average account balance$13,554
Benefits paid to participants$234,886
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 176 accts
2023$1.8M · 154 accts
2022$1.3M · 155 accts
Administrative expenses, itemized · 2024
Investment management$909
Total administrative-$1,350
Service providers · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$1,649
MMA SECURITIES LLCindirect comp
MOMENTA, INC. · Other servicesindirect comp

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

Administrative cost history3
2024Not separately reported
2023$9,222 · 0.60%
2022$992 · 0.08%
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 752980191 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.