Plan Ledger DOL Form 5500 · updated monthly

Eisenhower Medical Associates Inc.401(k)

EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN · RANCHO MIRAGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Eisenhower Medical Associates Inc. reported $2,488 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $25,922 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 rose from 0.002% to 0.002%. 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 862nd-largest of 9,483 plans among California employers on file, and the 929th of 11,911 in health care & social assistance. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves; active participation has grown from 266 to 313 since 2022.

Plan summary
Net assets, end of year$121,347,044
Participants with balances348
Active participants313
Employer contributions$8,113,436
Employee contributions$6,944,890
Employer contribution per active participant$25,922
Average account balance$348,698
Benefits paid to participants$8,978,968
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$121.3M · 348 accts · $8.1M emplr
2023$101.2M · 328 accts · $7.2M emplr
2022$80.2M · 315 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,488
Total administrative$2,488
The Eisenhower Medical Associates Inc. 401(k) match · 2024
Employer contribution per active participant$25,922
Median for plans this size$3,635
2024$25,922 per active participant
2023$25,312 per active participant
2022$23,740 per active participant

Eisenhower Medical Associates Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,238
BEACON POINTE ADVISORS · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$2,488 · 0.00%
2023$1,602 · 0.00%
2022$1,382 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · California
Fibrogen, Inc. CA$124.9M · 0.07%
Invitae CA$122.3M · 0.22%
On Lok Inc. CA$119.0M · 0.19%
Optimum Employer Solutions CA$118.2M · 0.56%
Inari Medical, Inc. CA$117.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261975439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.