Plan Ledger DOL Form 5500 · updated monthly

Independent Physician Associates dba All Care401(k)

ALL CARE 401(K) PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Independent Physician Associates dba All Care reported $6,138 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,569 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 rose from 0.035% to 0.039%. 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 4,026th-largest of 9,483 plans among California employers on file, and the 4,100th of 11,911 in health care & social assistance. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 236 to 316 since 2022.

Plan summary
Net assets, end of year$17,210,742
Participants with balances338
Active participants316
Employer contributions$811,822
Employee contributions$1,275,007
Employer contribution per active participant$2,569
Average account balance$50,919
Benefits paid to participants$1,442,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 338 accts · $812K emplr
2023$14.3M · 271 accts · $660K emplr
2022$11.6M · 234 accts · $543K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,138
Total administrative$6,138
The Independent Physician Associates dba All Care 401(k) match · 2024
Employer contribution per active participant$2,569
Median for plans this size$2,416
2024$2,569 per active participant
2023$2,417 per active participant
2022$2,303 per active participant

Independent Physician Associates dba All Care'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,138

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$6,138 · 0.04%
2023$4,406 · 0.03%
2022$4,275 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · California
Hall Ambulance Service Inc. CA$17.3M · 0.11%
Brillant Corners CA$17.1M · 0.67%
Vista Hill Foundation CA$16.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770243333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.