Plan Ledger DOL Form 5500 · updated monthly

Corona Physicians Associates A401(k)

CORONA PHYSICIANS ASSOCIATES A 401(K) PROFIT SHARING PLAN & TRUST · CORONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Corona Physicians Associates A reported $10,589 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $872 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 2 years on file its reported administrative ratio fell from 0.47% to 0.30%. 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 (7,478th of 9,483), and 8,701st of 11,911 in health care & social assistance. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 123 to 140 since 2022.

Plan summary
Net assets, end of year$3,783,641
Participants with balances99
Active participants140
Employer contributions$122,051
Employee contributions$224,026
Employer contribution per active participant$872
Average account balance$38,219
Benefits paid to participants$231,957
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL J. CONKEY & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 99 accts · $122K emplr
2023$3.3M · 109 accts · $127K emplr
2022$2.6M · 101 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,729
Trustee / custodial$860
Total administrative$10,589
The Corona Physicians Associates A 401(k) match · 2024
Employer contribution per active participant$872
Median for plans this size$1,313
2024$872 per active participant
2023$930 per active participant
2022$888 per active participant

Corona Physicians Associates A's 2024 employer contribution ran below the $1,313 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 · 20241
PAYCHEX, INC. · Recordkeeping$9,914

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

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$10,589 · 0.30%
2023$8,700 · 0.30%
2022$12,438 · 0.47%
Similar plansHealth Care & Social Assistance · California
Good Health, Inc. CA$3.8M · 0.22%
Union Rescue Mission CA$3.8M · 1.55%
Harbor Community Clinic CA$3.8M · 0.05%
Bayshire, LLC CA$3.7M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954430781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.