Plan Ledger DOL Form 5500 · updated monthly

Pacific Medical, Inc.401(k)

PACIFIC MEDICAL, INC. 401(K) PLAN · TRACY, CA · plan year 2024

Reported admin expense ratio · 2024
0.47%

Pacific Medical, Inc. reported $97,583 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,409th-largest of 9,483 plans among California employers on file, and the 1,756th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$21,927,113
Participants with balances423
Active participants416
Employer contributions—
Employee contributions$1,986,084
Employer contribution per active participant—
Average account balance$51,837
Benefits paid to participants$2,768,271
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 423 accts
2023$19.8M · 425 accts
2022$16.2M · 427 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,672
Investment management$41,911
Total administrative$97,583
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
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$55,672
PORTICO WEALTH ADVISORS · Investment advisory (plan)$41,911

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$97,583 · 0.47%
2023$88,182 · 0.49%
2022$81,829 · 0.46%
Same employer
Similar plansWholesale Trade · California
Idec Corporation CA$22.4M · 0.36%
Galleher LLC CA$22.3M · 0.26%
Elkay Plastics Co., Inc. CA$22.3M · 0.25%
Vps Companies, Inc. CA$22.3M · 0.17%
Bizlink Technology, Inc. CA$21.8M · 0.16%
Toms Shoes, LLC CA$21.5M · 0.13%
K-Swiss CA$21.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943170060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.