Plan Ledger DOL Form 5500 · updated monthly

Consolidated Medical Bio-Analy401(k)

CONSOLIDATED MEDICAL BIO-ANALY 401(K) PROFIT SHARING PLAN & TRUST · CYPRESS, CA · plan year 2022

Reported admin expense ratio · 2022
6.28%

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

Consolidated Medical Bio-Analy reported $3,553 in plan administrative expenses for 2022: 6.28% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,376th of 9,483), and 11,818th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$69,458
Participants with balances7
Active participants134
Employer contributions$0
Employee contributions$54,429
Employer contribution per active participant$0
Average account balance$9,923
Benefits paid to participants$17,623
Plan auditUnmodified (clean) audit opinion
AuditorKALL ACCOUNTANCY CORPORATION
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,064
Investment management$489
Total administrative$3,553
The Consolidated Medical Bio-Analy 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Consolidated Medical Bio-Analy's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,553 · 6.28%
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Del Mar Park CA$68K · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953484894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.