Plan Ledger DOL Form 5500 · updated monthly

San Diego Sports Medicine and Family Health Center401(k)

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

San Diego Sports Medicine and Family Health Center reported $34,444 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $7,080 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 fell from 0.35% to 0.26%. 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 4,479th-largest of 9,483 plans among California employers on file, and the 4,602nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.63 for every $1.00 employees contributed themselves; active participation has grown from 99 to 124 since 2022.

Plan summary
Net assets, end of year$14,407,395
Participants with balances148
Active participants124
Employer contributions$877,953
Employee contributions$539,798
Employer contribution per active participant$7,080
Average account balance$97,347
Benefits paid to participants$799,244
Plan auditUnmodified (clean) audit opinion
AuditorALLAN BRACHMAN CPA INC
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 148 accts · $878K emplr
2023$11.9M · 129 accts · $792K emplr
2022$9.2M · 130 accts · $748K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,444
Total administrative$34,444
The San Diego Sports Medicine and Family Health Center 401(k) match · 2024
Employer contribution per active participant$7,080
Median for plans this size$2,416
2024$7,080 per active participant
2023$7,619 per active participant
2022$7,551 per active participant

San Diego Sports Medicine and Family Health Center'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 · 20243
UBS FINANCIAL SERVICE INC · Investment advisory (plan)$30,754
PENSION CONSULTANTS, INC. · Contract administrator$3,315
CAPITOL GROUP RETIREMENT PLAN SERVI$1,650

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$34,444 · 0.26%
2023$42,996 · 0.41%
2022$33,670 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · California
Elder Care Alliance CA$14.8M · 0.25%
Emanate Health Mso CA$14.6M · 0.32%
Exagen Inc. CA$14.3M · 0.45%
Autism Learning Partners CA$14.3M · 1.79%
Mindful Health Solutions CA$14.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330061064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.