Plan Ledger DOL Form 5500 · updated monthly

Sacramento Ear Nose and Throat Surgical and Medical Group Inc401(k)

SACRAMENTO ENT MEDICAL GROUP INC. PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Sacramento Ear Nose and Throat Surgical and Medical Group Inc reported $107,373 in plan administrative expenses for 2023: 0.32% of average plan assets, above the peer median. Employer contributions averaged $8,700 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,344th-largest of 9,483 plans among California employers on file, and the 2,435th of 11,911 in health care & social assistance. In 2023, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$35,624,544
Participants with balances198
Active participants129
Employer contributions$1,122,276
Employee contributions$1,039,614
Employer contribution per active participant$8,700
Average account balance$179,922
Benefits paid to participants$1,006,049
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS AND OLDS CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$35.1M · 201 accts · $1.1M emplr
2023$35.6M · 198 accts · $1.1M emplr
2022$30.8M · 184 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,935
Investment management$99,438
Total administrative$107,373
The Sacramento Ear Nose and Throat Surgical and Medical Group Inc 401(k) match · 2023
Employer contribution per active participant$8,700
Median for plans this size$2,440
2024$8,166 per active participant
2023$8,700 per active participant
2022$9,666 per active participant

Sacramento Ear Nose and Throat Surgical and Medical Group Inc's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
STANCORP · Claims processing · Recordkeeping$29,605
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$56,005
BENEFIT RESOURCES, INC. · Investment advisory (plan)$5,021
SCHWAB · Custodial (securities)indirect comp
STANCORP FINANCIAL GROUP · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$130,828 · 0.37%
2023$107,373 · 0.32%
2022$115,151 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · California
Sequoia Living Inc. CA$36.4M · 0.24%
Covia Communities CA$36.2M · 0.14%
Sante Health Systems, Inc. CA$35.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941693523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.