Plan Ledger DOL Form 5500 · updated monthly

John a. Shields, M.D. and Steven401(k)

CANCER CARE SPECIALISTS 401(K) PROFIT SHARING PLAN · RENO, NV · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

John a. Shields, M.D. and Steven reported $99,545 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,793 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.

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 191st-largest of 437 plans among Nevada employers on file, and the 5,538th of 11,911 in health care & social assistance. In 2024, the employer put in $1.92 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,586,831
Participants with balances127
Active participants97
Employer contributions$755,954
Employee contributions$393,900
Employer contribution per active participant$7,793
Average account balance$83,361
Benefits paid to participants$3,969,015
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,545
Total administrative$99,545
The John a. Shields, M.D. and Steven 401(k) match · 2024
Employer contribution per active participant$7,793
Median for plans this size$2,416

John a. Shields, M.D. and Steven's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$280

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

Administrative cost history1
2024$99,545 · 0.89%
Similar plansHealth Care & Social Assistance · Nevada
Med-Smart, Inc. NV$13.3M · 0.64%
Opportunity Village NV$13.2M · 0.05%
Unlv Medicine NV$11.5M · 1.02%
Absolute Dental Group, LLC NV$10.5M · 0.84%
Northern Nevada Hopes NV$9.6M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880152239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.