Plan Ledger DOL Form 5500 · updated monthly

Pacific Cardiovascular Associates Medical Group, Inc.401(k)

PACIFIC CARDIOVASCULAR ASSOCIATES MEDICAL GROUP, INC. 401(K) SAVINGS PLUS PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Pacific Cardiovascular Associates Medical Group, Inc. reported $8,617 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,675 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 0.07% to 0.08%. 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 (4,898th of 9,483), and the 5,050th of 11,911 in health care & social assistance. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 118 to 137 since 2022.

Plan summary
Net assets, end of year$12,391,718
Participants with balances129
Active participants137
Employer contributions$366,423
Employee contributions$796,605
Employer contribution per active participant$2,675
Average account balance$96,060
Benefits paid to participants$306,436
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 129 accts · $366K emplr
2023$10.1M · 133 accts · $324K emplr
2022$8.1M · 110 accts · $308K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,625
Investment management$5,992
Total administrative$8,617
The Pacific Cardiovascular Associates Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,675
Median for plans this size$2,416
2024$2,675 per active participant
2023$2,064 per active participant
2022$2,612 per active participant

Pacific Cardiovascular Associates Medical Group, Inc.'s 2024 employer contribution ran above 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
INSPERITY RETIREMENT SERVICES · Recordkeeping · Loan processing$2,625
WILSHIRE ASSOCIATES · Consulting · Investment advisory (participants)$5,992

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

Recordkeeper by year2
2024INSPERITY RETIREMENT SERVICES
2023INSPERITY RETIREMENT SERVICES

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Administrative cost history3
2024$8,617 · 0.08%
2023$8,116 · 0.09%
2022$5,635 · 0.07%
Similar plansHealth Care & Social Assistance · California
Integral Senior Living, LLC CA$12.6M · 2.10%
Vargo Physical Therapy Inc CA$12.5M · 0.31%
MD Revolution, Inc. CA$12.4M · 0.41%
E Center CA$12.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330168095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.