Plan Ledger DOL Form 5500 · updated monthly

Gemw Healthcare Investment LP401(k)

AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN · ALHAMBRA, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Gemw Healthcare Investment LP reported $247,143 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,568 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 0.07% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 175th-largest of 9,483 plans among California employers on file, and the 249th of 11,911 in health care & social assistance. In 2024, employees put in $3.83 for every $1.00 the employer contributed; active participation has grown from 5,711 to 6,339 since 2022.

Plan summary
Net assets, end of year$734,218,235
Participants with balances9,022
Active participants6,339
Employer contributions$9,939,424
Employee contributions$38,063,754
Employer contribution per active participant$1,568
Average account balance$81,381
Benefits paid to participants$66,069,027
Plan auditUnmodified (clean) audit opinion
AuditorC JIM CHEN ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$734.2M · 9,022 accts · $9.9M emplr
2023$650.0M · 8,500 accts · $10.3M emplr
2022$546.8M · 8,149 accts · $9.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,333
Audit (IQPA)$52,000
Total administrative$247,143
The Gemw Healthcare Investment LP 401(k) match · 2024
Employer contribution per active participant$1,568
Median for plans this size$4,294
2024$1,568 per active participant
2023$1,735 per active participant
2022$1,722 per active participant

Gemw Healthcare Investment LP's 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$124,333
BENEFIT FINANCIAL SERVICES GROUP · Consulting · Investment management$69,056
C.JIM CHEN ACCOUNTANCY CORP · Accounting / audit$52,000

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

Administrative cost history3
2024$247,143 · 0.04%
2023$306,951 · 0.05%
2022$415,356 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · California
Delta Dental of California CA$723.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510519169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.