Plan Ledger DOL Form 5500 · updated monthly

North Coast Medical Supply, LLC401(k)

NORTH COAST MEDICAL SUPPLY 401(K) RETIREMENT PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

North Coast Medical Supply, LLC reported $122,959 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,970 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 rose from 0.23% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,542nd-largest of 9,483 plans among California employers on file, and the 972nd of 5,215 in retail trade. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,198,746
Participants with balances1,126
Active participants983
Employer contributions$1,936,132
Employee contributions$2,863,711
Employer contribution per active participant$1,970
Average account balance$28,596
Benefits paid to participants$2,438,055
Plan auditUnmodified (clean) audit opinion
AuditorARY ROEPCKE MULCHAEY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 1,126 accts · $1.9M emplr
2023$26.0M · 858 accts · $1.9M emplr
2022$19.4M · 595 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,285
Investment management$73,674
Total administrative$122,959
The North Coast Medical Supply, LLC 401(k) match · 2024
Employer contribution per active participant$1,970
Median for plans this size$2,416
2024$1,970 per active participant
2023$2,052 per active participant
2022$2,361 per active participant

North Coast Medical Supply, LLC'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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$68,751
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$49,285

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$122,959 · 0.42%
2023$79,330 · 0.35%
2022$43,993 · 0.23%
Same employer
Similar plansRetail Trade · California
Prodege, LLC dba Swagbucks CA$34.3M · 0.28%
Bentley Mills, Inc. CA$32.9M · 0.61%
Htc America, Inc. CA$32.4M · 0.10%
La Mesa Rv Center, Inc. CA$31.8M · 0.82%
Dick Browning, Inc. CA$31.0M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223865781 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.