Plan Ledger DOL Form 5500 · updated monthly

Pueblo Radiology Medical Group, Inc .401(k)

PUEBLO RADIOLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Pueblo Radiology Medical Group, Inc . reported $129,798 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $9,734 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 0.27% to 0.29%. 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 1,814th-largest of 9,483 plans among California employers on file, and the 1,916th of 11,911 in health care & social assistance. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$48,469,106
Participants with balances135
Active participants96
Employer contributions$934,436
Employee contributions$640,622
Employer contribution per active participant$9,734
Average account balance$359,030
Benefits paid to participants$706,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.5M · 135 accts · $934K emplr
2023$41.0M · 136 accts · $1.0M emplr
2022$37.5M · 117 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$975
Investment management$126,623
Total administrative$129,798
The Pueblo Radiology Medical Group, Inc . 401(k) match · 2024
Employer contribution per active participant$9,734
Median for plans this size$2,416
2024$9,734 per active participant
2023$10,674 per active participant
2022$12,332 per active participant

Pueblo Radiology Medical Group, Inc .'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
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$24,958
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$78,264
PAINTED PORCH ADVISORS LLC · Investment advisory (participants)$26,576
CHARLES SCHWAB & CO., INC · Securities brokerage$1,051

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$129,798 · 0.29%
2023$110,984 · 0.28%
2022$110,490 · 0.27%
Similar plansHealth Care & Social Assistance · California
Vision Partners LLC CA$50.9M · 0.35%
Jwch Institute, Inc. CA$49.1M · 0.05%
Sycamores CA$48.5M · 0.21%
Onelegacy CA$48.2M · 0.13%
Millennium Health, LLC CA$48.1M · 0.19%
Interface Rehab, Inc. CA$47.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952862709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.