Plan Ledger DOL Form 5500 · updated monthly

Golden Bear Physical Therapy Sports Injury Center, Inc.401(k)

GOLDEN BEAR PHYSICAL THERAPY SPORTS INJURY CENTER, INC. 401(K) PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Golden Bear Physical Therapy Sports Injury Center, Inc. reported $105,631 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,541 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 0.97% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,642nd-largest of 9,483 plans among California employers on file, and the 2,738th of 11,911 in health care & social assistance. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has grown from 1,105 to 1,260 since 2022.

Plan summary
Net assets, end of year$30,470,206
Participants with balances760
Active participants1,260
Employer contributions$1,941,875
Employee contributions$4,280,002
Employer contribution per active participant$1,541
Average account balance$40,092
Benefits paid to participants$4,062,442
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.5M · 760 accts · $1.9M emplr
2023$23.7M · 706 accts · $1.7M emplr
2022$16.0M · 699 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,502
Investment management$37,129
Total administrative$105,631
The Golden Bear Physical Therapy Sports Injury Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,541
Median for plans this size$2,416
2024$1,541 per active participant
2023$1,369 per active participant
2022$1,113 per active participant

Golden Bear Physical Therapy Sports Injury Center, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping$68,502
CREATIVE PLANNING, LLC · Investment advisory (participants)$37,129

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$105,631 · 0.39%
2023$47,842 · 0.24%
2022$140,422 · 0.97%
Same employer
Similar plansHealth Care & Social Assistance · California
Queenscare Health Centers CA$30.1M · 0.02%
San Francisco Food Bank CA$30.0M · 0.18%
Epic Care CA$29.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770581305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.