Plan Ledger DOL Form 5500 · updated monthly

Clinical Medical ServicesProfit-sharing plan

CLINICAL MEDICAL SERVICES SAVINGS PLAN · CAROLINA, PR · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Clinical Medical Services reported $2,355 in plan administrative expenses for 2024: 0.32% of average plan assets, lower than ~75% of peers. Employer contributions averaged $55 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 0.48% to 0.32%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (286th of 323), and 11,015th of 11,911 in health care & social assistance. In 2024, employees put in $5.20 for every $1.00 the employer contributed; active participation has grown from 549 to 633 since 2022.

Plan summary
Net assets, end of year$868,904
Participants with balances739
Active participants633
Employer contributions$34,652
Employee contributions$180,108
Employer contribution per active participant$55
Average account balance$1,176
Benefits paid to participants$23,329
Plan auditUnmodified (clean) audit opinion
AuditorKAUFMAN ROSSIN & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$869K · 739 accts · $35K emplr
2023$601K · 745 accts · $35K emplr
2022$345K · 629 accts · $33K emplr
Administrative expenses, itemized · 2024
Investment management$1,455
Total administrative$2,355
Employer contributions to the Clinical Medical Services plan · 2024
Employer contribution per active participant$55
Median for plans this size$540
2024$55 per active participant
2023$58 per active participant
2022$60 per active participant

Clinical Medical Services's 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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.

Administrative cost history3
2024$2,355 · 0.32%
2023$2,982 · 0.63%
2022$1,352 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · PR
Metro Pavia at Home LLC PR$1.0M · 0.78%
Shc Owner, LLC PR$783K · 1.71%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 650396476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.