Plan Ledger DOL Form 5500 · updated monthly

Hrc Fertility Management, LLC401(k)

HRC FERTILITY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Hrc Fertility Management, LLC reported $144,895 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $184 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 0.58% to 0.47%. 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 2,554th-largest of 9,483 plans among California employers on file, and the 2,637th of 11,911 in health care & social assistance. In 2024, employees put in $35.44 for every $1.00 the employer contributed; active participation has grown from 176 to 230 since 2022.

Plan summary
Net assets, end of year$31,921,242
Participants with balances297
Active participants230
Employer contributions$42,414
Employee contributions$1,503,240
Employer contribution per active participant$184
Average account balance$107,479
Benefits paid to participants$3,687,254
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGT
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 297 accts · $42K emplr
2023$30.0M · 362 accts · $1.3M emplr
2022$24.2M · 351 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,895
Total administrative$144,895
The Hrc Fertility Management, LLC 401(k) match · 2024
Employer contribution per active participant$184
Median for plans this size$2,416
2024$184 per active participant
2023$6,201 per active participant
2022$6,318 per active participant

Hrc Fertility Management, LLC's 2024 employer contribution ran below the $2,416 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
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$35,647
FUTUREPLAN BY ASCENSUS · Contract administratorindirect comp

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$144,895 · 0.47%
2023$160,887 · 0.59%
2022$149,474 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · California
Thekey CA$32.3M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810799481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.