Plan Ledger DOL Form 5500 · updated monthly

California Kidney Specialists401(k)

CALIFORNIA KIDNEY SPECIALISTS 401(K) PLAN · SAN DIMAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.86%

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

California Kidney Specialists reported $77,438 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,828 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 0.69% to 0.86%. 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 (5,621st of 9,483), and the 5,887th of 11,911 in health care & social assistance. In 2024, employees put in $2.46 for every $1.00 the employer contributed; active participation has grown from 237 to 262 since 2022.

Plan summary
Net assets, end of year$9,450,907
Participants with balances187
Active participants262
Employer contributions$479,045
Employee contributions$1,178,883
Employer contribution per active participant$1,828
Average account balance$50,540
Benefits paid to participants$1,939,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 187 accts · $479K emplr
2023$8.5M · 205 accts · $465K emplr
2022$6.1M · 192 accts · $413K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,438
Total administrative$77,438
The California Kidney Specialists 401(k) match · 2024
Employer contribution per active participant$1,828
Median for plans this size$1,313
2024$1,828 per active participant
2023$1,997 per active participant
2022$1,744 per active participant

California Kidney Specialists's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
JULY BUSINESS SERVICES, LLC · Recordkeeping$77,438

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

Recordkeeper by year2
2024July Business Services
2023July Business Services

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,438 · 0.86%
2023$65,335 · 0.89%
2022$41,525 · 0.69%
Similar plansHealth Care & Social Assistance · California
Behavior Frontiers, LLC CA$9.5M · 2.31%
Ego, Inc. dba Brault CA$9.5M · 0.25%
Inter Valley Health Plan CA$9.5M · 0.08%
Proteus, Inc. CA$9.4M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954046364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.