Plan Ledger DOL Form 5500 · updated monthly

Huntington Medical Foundation401(k)

HUNTINGTON MEDICAL FOUNDATION 403B PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Huntington Medical Foundation reported $2,217 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $730 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 0.10% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,808th of 9,483), and 9,203rd of 11,911 in health care & social assistance. In 2024, employees put in $3.74 for every $1.00 the employer contributed; active participation has grown from 133 to 153 since 2022.

Plan summary
Net assets, end of year$3,071,205
Participants with balances156
Active participants153
Employer contributions$111,745
Employee contributions$417,559
Employer contribution per active participant$730
Average account balance$19,687
Benefits paid to participants$932,093
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 156 accts · $112K emplr
2023$3.0M · 140 accts · $74K emplr
2022$2.4M · 111 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,217
Total administrative$2,217
The Huntington Medical Foundation 401(k) match · 2024
Employer contribution per active participant$730
Median for plans this size$1,313
2024$730 per active participant
2023$559 per active participant
2022$528 per active participant

Huntington Medical Foundation's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,217

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$2,217 · 0.07%
2023$2,044 · 0.08%
2022$2,589 · 0.10%
Similar plansHealth Care & Social Assistance · California
Oparc CA$3.1M · 0.16%
Headlight Health, Inc CA$3.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954434428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.