Plan Ledger DOL Form 5500 · updated monthly

Humboldt Medical Specialists, Inc.401(k)

HUMBOLDT MEDICAL SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2022

Reported admin expense ratio · 2022
0.08%

Humboldt Medical Specialists, Inc. reported $20,839 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,358th-largest of 9,483 plans among California employers on file, and the 3,402nd of 11,911 in health care & social assistance. In 2022, the employer put in $2.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,354,857
Participants with balances121
Active participants0
Employer contributions$2,322,359
Employee contributions$998,987
Employer contribution per active participant—
Average account balance$184,751
Benefits paid to participants$6,154,801
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $210 emplr
2022$22.4M · 121 accts · $2.3M emplr
Administrative expenses, itemized · 2022
Investment management$20,364
Professional / advisory$475
Total administrative$20,839
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$20,839 · 0.08%
Similar plansHealth Care & Social Assistance · California
The Binding Site, Inc. CA$22.6M · 0.05%
Dap Health CA$22.5M · 0.67%
Direct Relief CA$22.4M · 0.10%
Camarena Health CA$22.3M · 0.45%
Pathology Associates CA$22.1M · 0.26%
Mental Health Systems, Inc. CA$22.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263018447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.