Plan Ledger DOL Form 5500 · updated monthly

Cardiovascular Associates, Inc.401(k)

CARDIOVASCULAR ASSOCIATES, INC. 401(K) PLAN · FRESNO, CA · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Cardiovascular Associates, Inc. reported $13,938 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,277 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 0.05% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (4,877th of 9,483), and the 5,028th of 11,911 in health care & social assistance. In 2023, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,475,152
Participants with balances160
Active participants160
Employer contributions$684,317
Employee contributions$464,881
Employer contribution per active participant$4,277
Average account balance$77,970
Benefits paid to participants$2,847,664
Plan auditUnmodified (clean) audit opinion
AuditorFINCH, ROWLAND & SHOOPMAN
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 150 accts · $654K emplr
2023$12.5M · 160 accts · $684K emplr
2022$12.4M · 165 accts · $646K emplr
Administrative expenses, itemized · 2023
Investment management$13,938
Total administrative$13,938
The Cardiovascular Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$4,277
Median for plans this size$2,440
2024$3,987 per active participant
2023$4,277 per active participant
2022$3,894 per active participant

Cardiovascular Associates, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$12,820 · 0.10%
2023$13,938 · 0.11%
2022$6,257 · 0.05%
Same employer
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Casa de Las Campanas CA$12.7M · 0.02%
Integral Senior Living, LLC CA$12.6M · 2.10%
Vargo Physical Therapy Inc CA$12.5M · 0.31%
MD Revolution, Inc. CA$12.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770364232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.