Plan Ledger DOL Form 5500 · updated monthly

Physician Support Systems, Inc.401(k)

PHYSICIAN SUPPORT SYSTEMS, INC. 401(K) PLAN · POMONA, CA · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Physician Support Systems, Inc. reported $25,688 in plan administrative expenses for 2023: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,196 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,215th of 9,483), and 6,691st of 11,911 in health care & social assistance. In 2023, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,401,697
Participants with balances102
Active participants116
Employer contributions$138,776
Employee contributions$349,133
Employer contribution per active participant$1,196
Average account balance$72,566
Benefits paid to participants$568,800
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH BROWN, PC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,308
Investment management$5,380
Total administrative$25,688
The Physician Support Systems, Inc. 401(k) match · 2023
Employer contribution per active participant$1,196
Median for plans this size$1,308

Physician Support Systems, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,308
NEWFRONT RETIREMENT SERVICES INC · Investment advisory (plan)$5,380

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

Administrative cost history1
2023$25,688 · 0.35%
Similar plansHealth Care & Social Assistance · California
Solheim Lutheran Home CA$7.5M · 0.84%
Dhillon Healthcare Group CA$7.5M · 0.46%
Community Youth Center CA$7.4M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113648648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.