Plan Ledger DOL Form 5500 · updated monthly

Pacific Medical Group, Inc.401(k)

PACIFIC MEDICAL ACQUISITION CO., INC. 401(K) PLAN · SAN CLEMENTE, CA · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Pacific Medical Group, Inc. reported $38,574 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,918 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 0.86% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,540th of 9,483), and 2,524th of 3,341 in other services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has shrunk from 97 to 75 since 2022.

Plan summary
Net assets, end of year$3,656,671
Participants with balances119
Active participants75
Employer contributions$218,822
Employee contributions$378,747
Employer contribution per active participant$2,918
Average account balance$30,728
Benefits paid to participants$657,432
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 119 accts · $219K emplr
2023$3.3M · 136 accts · $225K emplr
2022$2.6M · 145 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,953
Investment management$13,967
Total administrative$38,574
The Pacific Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,918
Median for plans this size$1,313
2024$2,918 per active participant
2023$2,715 per active participant
2022$2,620 per active participant

Pacific Medical Group, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
CBIZ INVESTMENT ADVISORY SVCS LLC · Investment advisory (plan)$12,752
EMPOWER ADVISORY GROUP, LLC · Investment management$1,215

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$38,574 · 1.12%
2023$24,501 · 0.83%
2022$24,963 · 0.86%
Similar plansOther Services · California
Mission Graduates CA$3.7M · 0.07%
Sourcewise CA$3.6M · 0.51%
A Better Way, Inc. CA$3.6M · 0.07%
Dfa of California CA$3.6M · 0.06%
Martin Auto Color Inc CA$3.6M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813174339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.