Plan Ledger DOL Form 5500 · updated monthly

San Luis Ambulance Service, Inc.401(k)

SAN LUIS AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN · SAN LUIS OBISPO, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

San Luis Ambulance Service, Inc. reported $90,489 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,617 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 0.39% to 0.36%. 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 2,926th-largest of 9,483 plans among California employers on file, and the 3,019th of 11,911 in health care & social assistance. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 99 to 114 since 2022.

Plan summary
Net assets, end of year$26,710,997
Participants with balances147
Active participants114
Employer contributions$412,361
Employee contributions$855,025
Employer contribution per active participant$3,617
Average account balance$181,707
Benefits paid to participants$909,653
Plan auditUnmodified (clean) audit opinion
AuditorCARSON & BLETZER, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.7M · 147 accts · $412K emplr
2023$23.3M · 137 accts · $425K emplr
2022$18.5M · 140 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,284
Investment management$62,205
Total administrative$90,489
The San Luis Ambulance Service, Inc. 401(k) match · 2024
Employer contribution per active participant$3,617
Median for plans this size$2,416
2024$3,617 per active participant
2023$4,086 per active participant
2022$3,465 per active participant

San Luis Ambulance Service, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
WEALTHSPIRE RETIREMENT ADVISORY · Investment advisory (plan)$58,110
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$28,284

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$90,489 · 0.36%
2023$78,268 · 0.37%
2022$68,475 · 0.39%
Similar plansHealth Care & Social Assistance · California
Boys Republic CA$27.6M · 0.01%
Child Action, Inc. CA$26.9M · 0.07%
Orohealth Corporation CA$26.5M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952999699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.