Plan Ledger DOL Form 5500 · updated monthly

Cap Diagnostics LLC401(k)

CAP DIAGNOSTICS LLC 401K PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

Cap Diagnostics LLC reported $26,896 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. 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 0.41% to 0.44%. 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 (6,321st of 9,483), and 6,857th of 11,911 in health care & social assistance. active participation has shrunk from 277 to 185 since 2022.

Plan summary
Net assets, end of year$7,028,241
Participants with balances246
Active participants185
Employer contributions—
Employee contributions$1,088,972
Employer contribution per active participant—
Average account balance$28,570
Benefits paid to participants$715,105
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITHBROWN P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 246 accts
2023$5.3M · 270 accts
2022$3.6M · 310 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,780
Investment management$17,898
Total administrative$26,896
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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$15,580
ADP, INC. · Loan processing · Recordkeeping$8,096
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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Administrative cost history3
2024$26,896 · 0.44%
2023$21,212 · 0.48%
2022$13,264 · 0.41%
All plans at this employer2
CAP DIAGNOSTICS LLC 401K PLAN401(k)
CAP DIAGNOSTICS LLC 401K PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · California
Amen Clinics, Inc. CA$7.0M · 0.04%
Channing House CA$7.0M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453194060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.