Plan Ledger DOL Form 5500 · updated monthly

Central Anesthesia Service Exchange Medical Group, Inc.401(k)

CENTRAL ANESTHESIA SERVICE EXCHANGE MEDICAL GROUP, INC. PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Central Anesthesia Service Exchange Medical Group, Inc. reported $99,920 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $47,551 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 0.13% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 750th-largest of 9,483 plans among California employers on file, and the 824th of 11,911 in health care & social assistance. In 2024, the employer put in $7.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$140,767,318
Participants with balances181
Active participants142
Employer contributions$6,752,177
Employee contributions$904,113
Employer contribution per active participant$47,551
Average account balance$777,720
Benefits paid to participants$8,660,551
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS & OLDS
Plan history3
Yearassets · accounts · employer contribution
2024$140.8M · 181 accts · $6.8M emplr
2023$124.1M · 181 accts · $6.0M emplr
2022$103.5M · 177 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,154
Investment management$93,766
Total administrative$99,920
The Central Anesthesia Service Exchange Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$47,551
Median for plans this size$3,635
2024$47,551 per active participant
2023$40,889 per active participant
2022$35,267 per active participant

Central Anesthesia Service Exchange Medical Group, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20247
LECONTE WEALTH MANAGEMENT LLC · Investment advisory (participants)$29,060
TORREY GROWTH & INCOME ADVISOR · Investment advisory (participants)$23,831
CIBC PRIVATE WEALTH ADVISORS I · Investment advisory (participants)$22,167
STATHEROS FINANCIAL · Investment advisory (participants)$11,403
MAIA WEALTH LLC · Investment advisory (participants)$6,071
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,506

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

Administrative cost history3
2024$99,920 · 0.08%
2023$81,728 · 0.07%
2022$154,061 · 0.13%
Similar plansHealth Care & Social Assistance · California
Telecare Corporation CA$142.8M · 0.07%
Irhythm Technologies CA$133.0M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680116562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.