Plan Ledger DOL Form 5500 · updated monthly

Orange County Urology Associates, Inc. a Medical Group401(k)

ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN · LAGUNA HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Orange County Urology Associates, Inc. a Medical Group reported $68,134 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $6,713 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 0.26% to 0.36%. 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 3,624th-largest of 9,483 plans among California employers on file, and the 3,691st of 11,911 in health care & social assistance. In 2024, the employer put in $1.40 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,072,656
Participants with balances222
Active participants123
Employer contributions$825,675
Employee contributions$591,543
Employer contribution per active participant$6,713
Average account balance$90,417
Benefits paid to participants$1,374,163
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 222 accts · $826K emplr
2023$18.0M · 186 accts · $827K emplr
2022$19.2M · 169 accts · $662K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,070
Investment management$17,736
Total administrative$68,134
The Orange County Urology Associates, Inc. a Medical Group 401(k) match · 2024
Employer contribution per active participant$6,713
Median for plans this size$2,416
2024$6,713 per active participant
2023$7,516 per active participant
2022$5,565 per active participant

Orange County Urology Associates, Inc. a Medical Group's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
SPECTRUM PENSION CONSULTANTS, INC. · Recordkeeping · Loan processing$27,153
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$14,753
SIGNATURE ESTATE AND INVESTMENT ADV · Investment advisory (plan)$20,585
ENVESTNET ASSET MANAGEMENT INC · Securities brokerage$9,215

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024SPECTRUM PENSION CONSULTANTS, INC., Transamerica
2023Ascensus, SPECTRUM PENSION CONSULTANTS, INC., TRI-AD ACTUARIES, INC., Transamerica

This plan has changed recordkeepers within these filings. If you left Orange County Urology Associates, Inc. a Medical Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,134 · 0.36%
2023$58,825 · 0.32%
2022$54,116 · 0.26%
Similar plansHealth Care & Social Assistance · California
St. John's Community Health CA$20.3M · 0.60%
Biora Therapeutics, Inc. CA$20.2M · 0.18%
Precision Toxicology, LLC CA$19.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571143045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.