Plan Ledger DOL Form 5500 · updated monthly

Compassionate Cancer Care Medical Group401(k)

COMPASSIONATE CANCER CARE MEDICAL GROUP 401K PLAN · FOUNTAIN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
1.13%

Compassionate Cancer Care Medical Group reported $47,079 in plan administrative expenses for 2024: 1.13% of average plan assets, higher than ~75% of peers. 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 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,961st of 9,483), and 11,159th of 11,911 in health care & social assistance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$705,292
Participants with balances65
Active participants0
Employer contributions$82,997
Employee contributions$165,550
Employer contribution per active participant—
Average account balance$10,851
Benefits paid to participants$7,911,241
Plan auditUnmodified (clean) audit opinion
AuditorLSL, LLP
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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$13,757
BENEFIT EQUITY INC · Contract administrator$7,140
EMPOWER ADVISORY GROUP, LLC · Investment management$2,153

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

Administrative cost history1
2024$47,079 · 1.13%
Same employer
Similar plansHealth Care & Social Assistance · California
55 Silver CA$758K · 0.81%
Our Best Life Inc CA$702K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383650060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.