Plan Ledger DOL Form 5500 · updated monthly

Community Psychiatry Management, LLC401(k)

MINDPATH HEALTH RETIREMENT PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Community Psychiatry Management, LLC reported $368,928 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,324 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 3 years on file its reported administrative ratio has held roughly steady near 0.62%. 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 1,430th-largest of 9,483 plans among California employers on file, and the 1,524th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has shrunk from 1,561 to 971 since 2022.

Plan summary
Net assets, end of year$64,522,906
Participants with balances2,014
Active participants971
Employer contributions$3,227,201
Employee contributions$7,872,946
Employer contribution per active participant$3,324
Average account balance$32,037
Benefits paid to participants$8,003,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.5M · 2,014 accts · $3.2M emplr
2023$54.2M · 1,395 accts · $4.4M emplr
2022$35.0M · 1,745 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$250,077
Investment management$118,684
Trustee / custodial$167
Total administrative$368,928
The Community Psychiatry Management, LLC 401(k) match · 2024
Employer contribution per active participant$3,324
Median for plans this size$3,635
2024$3,324 per active participant
2023$4,264 per active participant
2022$2,155 per active participant

Community Psychiatry Management, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$149,674
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$100,403
FOREST CAPITAL MANAGEMENT LLC · Investment advisory (plan)$118,684

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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

Administrative cost history3
2024$368,928 · 0.62%
2023$289,912 · 0.65%
2022$168,256 · 0.61%
Same employer
Similar plansHealth Care & Social Assistance · California
Sutter Bay Hospitals CA$67.1M · 0.02%
Staar Surgical Company CA$65.5M · 0.44%
St. Rose Hospital CA$63.5M · 0.16%
Sage Veterinary Centers, LP CA$62.6M · 0.16%
Continuing Life LLC CA$62.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474528472 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.