Plan Ledger DOL Form 5500 · updated monthly

Imperial Valley Family Care Medical Group, Apc401(k)

IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC 401K PS PLAN · IMPERIAL, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Imperial Valley Family Care Medical Group, Apc reported $31,325 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,912 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 0.59% to 0.28%. 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 among the smaller plans on file in California (4,991st of 9,483), and the 5,175th of 11,911 in health care & social assistance. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has shrunk from 269 to 237 since 2022.

Plan summary
Net assets, end of year$11,913,090
Participants with balances339
Active participants237
Employer contributions$690,222
Employee contributions$610,361
Employer contribution per active participant$2,912
Average account balance$35,142
Benefits paid to participants$942,240
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 339 accts · $690K emplr
2023$10.6M · 403 accts · $741K emplr
2022$7.5M · 365 accts · $690K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,325
Total administrative$31,325
The Imperial Valley Family Care Medical Group, Apc 401(k) match · 2024
Employer contribution per active participant$2,912
Median for plans this size$2,416
2024$2,912 per active participant
2023$3,168 per active participant
2022$2,565 per active participant

Imperial Valley Family Care Medical Group, Apc's 2024 employer contribution ran above 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 · 20241
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$30,434

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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

Administrative cost history3
2024$31,325 · 0.28%
2023$31,263 · 0.35%
2022$47,886 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · California
E Center CA$12.1M · 0.10%
Kern Regional Center CA$12.1M · 0.45%
Baychildren's Physicians CA$11.9M · 0.38%
Axis Community Health, Inc. CA$11.9M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330652678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.