Plan Ledger DOL Form 5500 · updated monthly

Children's Specialsts of San Diego, Amg, Inc.401(k)

CHILDREN'S SPECIALISTS OF SAN DIEGO, AMG, INC. PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Children's Specialsts of San Diego, Amg, Inc. reported $109,164 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $9,314 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 0.29% to 0.26%. 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 1,917th-largest of 9,483 plans among California employers on file, and the 2,031st of 11,911 in health care & social assistance. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 110 to 138 since 2022.

Plan summary
Net assets, end of year$45,312,577
Participants with balances243
Active participants138
Employer contributions$1,285,316
Employee contributions$1,366,223
Employer contribution per active participant$9,314
Average account balance$186,472
Benefits paid to participants$1,203,624
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.3M · 243 accts · $1.3M emplr
2023$38.4M · 235 accts · $1.0M emplr
2022$34.0M · 225 accts · $968K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,186
Investment management$48,751
Audit (IQPA)$17,227
Total administrative$109,164
The Children's Specialsts of San Diego, Amg, Inc. 401(k) match · 2024
Employer contribution per active participant$9,314
Median for plans this size$2,416
2024$9,314 per active participant
2023$8,273 per active participant
2022$8,802 per active participant

Children's Specialsts of San Diego, Amg, 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$43,186
COOK STREET CONSULTING INC · Consulting · Investment advisory (plan)$29,250
MORGAN STANLEY INSTITUTIONAL INVEST · Consulting$19,500
CBIZ CPAS P.C. · Accounting / audit$17,227
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$109,164 · 0.26%
2023$89,441 · 0.25%
2022$116,659 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · California
Hoag Medical Group, Inc. CA$46.8M · 0.30%
Kabafusion Holdings, L.L.C. CA$45.4M · 0.89%
Barlow Respiratory Hospital CA$44.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953255175 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.