Plan Ledger DOL Form 5500 · updated monthly

MD Revolution, Inc.401(k)

MD REVOLUTION, INC. RETIREMENT TRUST · SOLANA BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

MD Revolution, Inc. reported $52,420 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. 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 among the smaller plans on file in California (4,903rd of 9,483), and the 5,053rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$12,364,565
Participants with balances337
Active participants100
Employer contributions—
Employee contributions$178,629
Employer contribution per active participant—
Average account balance$36,690
Benefits paid to participants$2,403,763
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,642
Investment management$30,916
Audit (IQPA)$10,862
Total administrative$52,420
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 · 20245
ALLIANT INSURANCE SERVICES INC DBA · Investment advisory (plan)$16,187
HOWARD · Investment advisory (plan)$14,676
US CARENET INC · Accounting / audit$10,862
EMPOWER ADVISORY GROUP, LLC · Investment management$54

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$52,420 · 0.41%
Similar plansHealth Care & Social Assistance · California
Vargo Physical Therapy Inc CA$12.5M · 0.31%
E Center CA$12.1M · 0.10%
Kern Regional Center CA$12.1M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452485559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.