Plan Ledger DOL Form 5500 · updated monthly

Community Physicians Group, Inc.401(k)

COMMUNITY PHYSICIANS GROUP INC. 401(K) PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Community Physicians Group, Inc. reported $102,071 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $27,275 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 1 year on file its reported administrative ratio fell from 0.52% to 0.46%. 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 2,811th-largest of 9,483 plans among California employers on file, and the 2,903rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$28,252,196
Participants with balances196
Active participants182
Employer contributions$4,964,135
Employee contributions$3,081,459
Employer contribution per active participant$27,275
Average account balance$144,144
Benefits paid to participants$424,062
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$28.3M · 196 accts · $5.0M emplr
2023$16.0M · 178 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,837
Investment management$26,234
Total administrative$102,071
The Community Physicians Group, Inc. 401(k) match · 2024
Employer contribution per active participant$27,275
Median for plans this size$2,416
2024$27,275 per active participant
2023$25,050 per active participant

Community Physicians Group, 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 · 20243
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan) · Investment management$82,530
EMPOWER ANNUITY INSURANCE COMPANY · Securities brokerage$17,836
FUTUREPLAN BY ASCENSUS · Contract administrator$1,530

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

Administrative cost history2
2024$102,071 · 0.46%
2023$54,408 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · California
Marin Community Clinics CA$28.7M · 0.23%
Boys Republic CA$27.6M · 0.01%
Child Action, Inc. CA$26.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852554629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.