Plan Ledger DOL Form 5500 · updated monthly

La Maestra Family Clinic, Inc.401(k)

LA MAESTRA FAMILY CLINIC, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

La Maestra Family Clinic, Inc. reported $103,603 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,343 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 0.49% to 0.44%. 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 2,995th-largest of 9,483 plans among California employers on file, and the 3,069th of 11,911 in health care & social assistance. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has grown from 750 to 930 since 2022.

Plan summary
Net assets, end of year$26,114,228
Participants with balances505
Active participants930
Employer contributions$1,249,429
Employee contributions$2,598,662
Employer contribution per active participant$1,343
Average account balance$51,711
Benefits paid to participants$1,114,704
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 505 accts · $1.2M emplr
2023$20.7M · 448 accts · $1.2M emplr
2022$16.5M · 425 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,368
Investment management$48,235
Total administrative$103,603
The La Maestra Family Clinic, Inc. 401(k) match · 2024
Employer contribution per active participant$1,343
Median for plans this size$2,416
2024$1,343 per active participant
2023$1,547 per active participant
2022$1,354 per active participant

La Maestra Family Clinic, Inc.'s 2024 employer contribution ran below 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$55,368
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$48,235
WELLS FARGO CLEARING SERVICES LLCindirect comp

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$103,603 · 0.44%
2023$84,385 · 0.45%
2022$81,779 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · California
Arch Health Partners CA$26.3M · 0.58%
Catalight Foundation CA$26.2M · 0.54%
Fred Finch Youth Center CA$26.1M · 0.80%
Ascend Clinical, LLC CA$25.9M · 0.10%
Vep Healthcare, Inc. CA$25.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330473171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.