Plan Ledger DOL Form 5500 · updated monthly

Cardiovascular Consultants Heart Center, Inc.Profit-sharing plan

CARDIOVASCULAR CONSULTANTS HEART CENTER, INC. 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Cardiovascular Consultants Heart Center, Inc. reported $8,557 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,001 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 fell from 0.23% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,987th-largest of 9,483 plans among California employers on file, and the 4,060th of 11,911 in health care & social assistance. In 2024, the employer put in $1.72 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$17,464,156
Participants with balances119
Active participants67
Employer contributions$469,035
Employee contributions$272,860
Employer contribution per active participant$7,001
Average account balance$146,758
Benefits paid to participants$144,141
Plan auditUnmodified (clean) audit opinion
AuditorDRITSAS GROOM MCCORMICK, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 119 accts · $469K emplr
2023$15.0M · 117 accts · $496K emplr
2022$12.0M · 117 accts · $458K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,373
Investment management$6,184
Total administrative$8,557
Employer contributions to the Cardiovascular Consultants Heart Center, Inc. plan · 2024
Employer contribution per active participant$7,001
Median for plans this size$2,416
2024$7,001 per active participant
2023$7,298 per active participant
2022$6,843 per active participant

Cardiovascular Consultants Heart Center, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping · Investment management$296
SIERRA PACIFIC WEALTH ADVISORY GROU · Investment advisory (participants)$23,450

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$8,557 · 0.05%
2023$32,037 · 0.24%
2022$25,679 · 0.23%
Similar plansHealth Care & Social Assistance · California
Caminar CA$17.6M · 0.47%
Abilityfirst CA$17.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942686822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.