Plan Ledger DOL Form 5500 · updated monthly

Saint Agnes Medical Providers401(k)

SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Saint Agnes Medical Providers reported $100,192 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,158 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 0.42% to 0.53%. 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 3,571st-largest of 9,483 plans among California employers on file, and the 3,632nd of 11,911 in health care & social assistance. In 2024, employees put in $16.53 for every $1.00 the employer contributed; active participation has shrunk from 115 to 94 since 2022.

Plan summary
Net assets, end of year$20,502,317
Participants with balances128
Active participants94
Employer contributions$108,858
Employee contributions$1,799,860
Employer contribution per active participant$1,158
Average account balance$160,174
Benefits paid to participants$1,079,824
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 128 accts · $109K emplr
2023$17.4M · 133 accts · $120K emplr
2022$12.2M · 152 accts · $142K emplr
Administrative expenses, itemized · 2024
Investment management$100,192
Total administrative$100,192
The Saint Agnes Medical Providers 401(k) match · 2024
Employer contribution per active participant$1,158
Median for plans this size$2,416
2024$1,158 per active participant
2023$1,026 per active participant
2022$1,238 per active participant

Saint Agnes Medical Providers's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
REGENCY INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$62,229
PROACCOUNT · Investment advisory (participants)$9,489
NATIONWIDE · Investment advisory (participants)$2,264

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$100,192 · 0.53%
2023$65,309 · 0.44%
2022$53,325 · 0.42%
Similar plansHealth Care & Social Assistance · California
Catalyst Family Inc. CA$20.6M · 0.63%
Bt Bidco, Inc. CA$20.6M · 0.48%
St. John's Community Health CA$20.3M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461465093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.