Plan Ledger DOL Form 5500 · updated monthly

Northern California Medical Associates, Inc.401(k)

NORTHERN CALIFORNIA MEDICAL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · SANTA ROSA, CA · plan year 2022

Reported admin expense ratio · 2022
1.28%

Northern California Medical Associates, Inc. reported $71,170 in plan administrative expenses for 2022: 1.28% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,472nd of 9,483), and 11,899th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,415
Participants with balances5
Active participants0
Employer contributions$1,415
Employee contributions—
Employer contribution per active participant—
Average account balance$283
Benefits paid to participants$10,017,138
Plan auditUnmodified (clean) audit opinion
AuditorCAROLYN A. MAYES, CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,718
Investment management$18,598
Professional / advisory$46,854
Total administrative$71,170
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$71,170 · 1.28%
Similar plansHealth Care & Social Assistance · California

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942313418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.