Plan Ledger DOL Form 5500 · updated monthly

Children's Primary Care Medical Group, Inc.401(k)

CHILDRENS PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Children's Primary Care Medical Group, Inc. reported $236,867 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $14,744 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 0.20% to 0.22%. 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 879th-largest of 9,483 plans among California employers on file, and the 957th of 11,911 in health care & social assistance. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$117,681,703
Participants with balances194
Active participants162
Employer contributions$2,388,527
Employee contributions$3,154,846
Employer contribution per active participant$14,744
Average account balance$606,607
Benefits paid to participants$330,739
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS & ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$117.7M · 194 accts · $2.4M emplr
2023$95.8M · 193 accts · $2.2M emplr
2022$75.3M · 188 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$236,867
Total administrative$236,867
The Children's Primary Care Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$14,744
Median for plans this size$3,635
2024$14,744 per active participant
2023$13,481 per active participant
2022$13,841 per active participant

Children's Primary Care 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 · 20242
MMA SECURITIES LLC · Investment advisory (participants)$97,004

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$236,867 · 0.22%
2023$184,722 · 0.22%
2022$165,012 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · California
On Lok Inc. CA$119.0M · 0.19%
Optimum Employer Solutions CA$118.2M · 0.56%
Inari Medical, Inc. CA$117.9M · 0.01%
Included Health, Inc. CA$112.1M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330662258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.