Plan Ledger DOL Form 5500 · updated monthly

Jumpstartmd, Inc.401(k)

JUMPSTARTMD, INC. 401(K) PROFIT SHARING PLAN & TRUST · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Jumpstartmd, Inc. reported $6,174 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,446 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 0.13% to 0.10%. 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 (6,556th of 9,483), and 7,186th of 11,911 in health care & social assistance. In 2024, employees put in $2.81 for every $1.00 the employer contributed; active participation has grown from 70 to 97 since 2022.

Plan summary
Net assets, end of year$6,334,514
Participants with balances118
Active participants97
Employer contributions$140,288
Employee contributions$394,740
Employer contribution per active participant$1,446
Average account balance$53,682
Benefits paid to participants$666,936
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 118 accts · $140K emplr
2023$5.5M · 109 accts · $125K emplr
2022$4.2M · 104 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,174
Total administrative$6,174
The Jumpstartmd, Inc. 401(k) match · 2024
Employer contribution per active participant$1,446
Median for plans this size$1,313
2024$1,446 per active participant
2023$1,349 per active participant
2022$2,057 per active participant

Jumpstartmd, Inc.'s 2024 employer contribution ran above 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 · 20244
SOUTHLAND EQUITY PARTNERS LLC · Investment advisory (plan)$16,281
EMPOWER ADVISORY GROUP, LLC · Investment management$5,974
VALLEY PENSION SERVICES, INC. · Contract administrator$2,400

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$6,174 · 0.10%
2023$4,918 · 0.10%
2022$6,509 · 0.13%
Similar plansHealth Care & Social Assistance · California
1736 Family Crisis Center CA$6.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452779601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.