Plan Ledger DOL Form 5500 · updated monthly

San Diego Diagnostic Radiology Medical Group, Inc.401(k)

SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC. PROFIT SHARING AND SAVINGS PLAN · SAN DIEGO, CA · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

San Diego Diagnostic Radiology Medical Group, Inc. reported $208,057 in plan administrative expenses for 2023: 0.17% of average plan assets, above the peer median. Employer contributions averaged $21,682 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 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 827th-largest of 9,483 plans among California employers on file, and the 894th of 11,911 in health care & social assistance. In 2023, the employer put in $2.80 for every $1.00 employees contributed themselves; active participation has shrunk from 229 to 162 since 2022.

Plan summary
Net assets, end of year$126,388,319
Participants with balances247
Active participants162
Employer contributions$3,512,435
Employee contributions$1,254,321
Employer contribution per active participant$21,682
Average account balance$511,694
Benefits paid to participants$18,137,095
Plan auditUnmodified (clean) audit opinion
AuditorGATTO, POPE, & WALWICK, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$116.3M · 213 accts · $2.6M emplr
2023$126.4M · 247 accts · $3.5M emplr
2022$121.2M · 253 accts · $3.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,800
Investment management$203,257
Total administrative$208,057
The San Diego Diagnostic Radiology Medical Group, Inc. 401(k) match · 2023
Employer contribution per active participant$21,682
Median for plans this size$3,659
2024$17,994 per active participant
2023$21,682 per active participant
2022$15,505 per active participant

San Diego Diagnostic Radiology Medical Group, Inc.'s 2023 employer contribution ran above the $3,659 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 · 20239
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$6,258
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$102,421
JACOBS & COMPANY LLC · Investment advisory (participants)$37,722
RG FINANCIAL LLC · Investment advisory (participants)$20,527
CREATIVE PLANNING LLC · Investment advisory (participants)$12,112
REBALANCE LLC · Investment advisory (participants)$11,591
MISSION WEALTH MANAGEMENT LP · Investment advisory (participants)$9,473
WEATHERLY ASSET MANAGEMENT LP · Investment advisory (participants)$5,215
CHARLES SCHWAB & CO.,INC · Securities brokerage$941

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$205,431 · 0.17%
2023$208,057 · 0.17%
2022$234,417 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · California
Irhythm Technologies CA$133.0M · 0.01%
Fibrogen, Inc. CA$124.9M · 0.07%
Invitae CA$122.3M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952669833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.