Plan Ledger DOL Form 5500 · updated monthly

Kain Akeso Medical Holdings, LLC401(k)

AKESO MEDICAL RETIREMENT PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Kain Akeso Medical Holdings, LLC reported $27,541 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,255 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 0.55% to 0.33%. 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 (5,628th of 9,483), and the 5,893rd of 11,911 in health care & social assistance. In 2024, employees put in $3.15 for every $1.00 the employer contributed; active participation has grown from 234 to 330 since 2022.

Plan summary
Net assets, end of year$9,418,806
Participants with balances189
Active participants330
Employer contributions$414,081
Employee contributions$1,305,840
Employer contribution per active participant$1,255
Average account balance$49,835
Benefits paid to participants$514,329
Plan auditUnmodified (clean) audit opinion
AuditorJMIC CPA PARTNERS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 189 accts · $414K emplr
2023$7.1M · 167 accts · $561K emplr
2022$3.2M · 119 accts · $271K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,541
Total administrative$27,541
The Kain Akeso Medical Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,255
Median for plans this size$1,313
2024$1,255 per active participant
2023$1,489 per active participant
2022$1,157 per active participant

Kain Akeso Medical Holdings, LLC'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 · 20242
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$6,865
ABG CONSULTANTS · Investment advisory (plan)$22,077

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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Administrative cost history3
2024$27,541 · 0.33%
2023$23,570 · 0.46%
2022$13,130 · 0.55%
Same employer
Similar plansHealth Care & Social Assistance · California
Behavior Frontiers, LLC CA$9.5M · 2.31%
Ego, Inc. dba Brault CA$9.5M · 0.25%
Inter Valley Health Plan CA$9.5M · 0.08%
Proteus, Inc. CA$9.4M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844210914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.