Plan Ledger DOL Form 5500 · updated monthly

Madison Creek Partners401(k)

MADISON CREEK PARTNERS 401(K) PLAN · MISSION VIEJO, CA · plan year 2023

Reported admin expense ratio · 2023
2.16%

Madison Creek Partners reported $44,509 in plan administrative expenses for 2023: 2.16% of average plan assets, higher than ~90% of peers. 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 1 year on file its reported administrative ratio fell from 4.81% to 2.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,841st of 9,483), and 9,251st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,013,435
Participants with balances936
Active participants1,910
Employer contributions—
Employee contributions$1,735,575
Employer contribution per active participant—
Average account balance$3,219
Benefits paid to participants$284,622
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.0M · 936 accts
2022$1.1M · 634 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$44,509
Total administrative$44,509
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$44,509 · 2.16%
2022$32,875 · 4.81%
Similar plansHealth Care & Social Assistance · California
Shelter, Inc. CA$3.0M · 1.11%
Starvista CA$3.0M · 0.02%
Beach Cities Orthopedic CA$2.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471931870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.