Plan Ledger DOL Form 5500 · updated monthly

Pulmonary Medicine Associates Medical Group, Inc.401(k)

PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Pulmonary Medicine Associates Medical Group, Inc. reported $90,245 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $13,992 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 0.06% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,449th-largest of 9,483 plans among California employers on file, and the 1,534th of 11,911 in health care & social assistance. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves; active participation has grown from 140 to 154 since 2022.

Plan summary
Net assets, end of year$63,703,649
Participants with balances194
Active participants154
Employer contributions$2,154,764
Employee contributions$1,645,629
Employer contribution per active participant$13,992
Average account balance$328,369
Benefits paid to participants$1,957,848
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.7M · 194 accts · $2.2M emplr
2023$53.1M · 187 accts · $1.7M emplr
2022$39.7M · 163 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,283
Investment management$54,962
Total administrative$90,245
The Pulmonary Medicine Associates Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$13,992
Median for plans this size$3,635
2024$13,992 per active participant
2023$11,480 per active participant
2022$9,815 per active participant

Pulmonary Medicine Associates Medical Group, Inc.'s 2024 employer contribution ran above the $3,635 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$43,511
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,608
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,451

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$90,245 · 0.15%
2023$31,663 · 0.07%
2022$27,095 · 0.06%
Similar plansHealth Care & Social Assistance · California
Staar Surgical Company CA$65.5M · 0.44%
St. Rose Hospital CA$63.5M · 0.16%
Sage Veterinary Centers, LP CA$62.6M · 0.16%
Continuing Life LLC CA$62.4M · 0.45%
Arcus Biosciences, Inc. CA$60.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942221434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.