Plan Ledger DOL Form 5500 · updated monthly

California Retina Associates, LP401(k)

CALIFORNIA RETINA ASSOCIATES 401(K) PLAN · CHULA VISTA, CA · plan year 2023

Reported admin expense ratio · 2023
2.78%

California Retina Associates, LP reported $47,375 in plan administrative expenses for 2023: 2.78% of average plan assets, higher than ~90% 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.

Across the 3 years on file its reported administrative ratio rose from 0.58% to 2.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,309th of 9,483), and 10,063rd of 11,911 in health care & social assistance. active participation has grown from 164 to 200 since 2020.

Plan summary
Net assets, end of year$1,986,662
Participants with balances206
Active participants200
Employer contributions—
Employee contributions$616,608
Employer contribution per active participant—
Average account balance$9,644
Benefits paid to participants$311,062
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$0
2023$2.0M · 206 accts
2022$1.4M · 304 accts
2020$362K · 165 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,375
Total administrative$47,375
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$32,525
FORUSALL, INC. · Contract administrator · Investment advisory (plan)$14,850

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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Administrative cost history4
2024Not separately reported
2023$47,375 · 2.78%
2022$18,540 · 1.48%
2020$2,097 · 0.58%
Similar plansHealth Care & Social Assistance · California
Luna Care Inc. CA$2.0M · 0.60%
Cv Sciences, Inc. CA$2.0M · 0.75%
Eagle Ambulance CA$2.0M · 0.79%
Homeboy Industries CA$2.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330298426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.