Plan Ledger DOL Form 5500 · updated monthly

Clinical Practice Management, Inc.401(k)

CLINICAL PRACTICE MANAGEMENT, INC. 401(K) PLAN AND TRUST · ORANGE, CA · plan year 2022

Reported admin expense ratio · 2022
0.26%

Clinical Practice Management, Inc. reported $5,831 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,358th of 9,483), and 10,158th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,872,674
Participants with balances32
Active participants30
Employer contributions—
Employee contributions$63,032
Employer contribution per active participant—
Average account balance$58,521
Benefits paid to participants$418,916
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$5,831
Total administrative$5,831
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,831 · 0.26%
Similar plansHealth Care & Social Assistance · California
Heritage Pointe CA$1.8M · 0.06%
Currance Inc CA$1.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710955791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.