Plan Ledger DOL Form 5500 · updated monthly

Sierra Pacific Orthopaedic Center Medical Group, Inc.401(k)

SIERRA PACIFIC ORTHOPAEDIC CENTER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Sierra Pacific Orthopaedic Center Medical Group, Inc. reported $219,673 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,738 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 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,708th-largest of 9,483 plans among California employers on file, and the 1,801st of 11,911 in health care & social assistance. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 156 to 187 since 2022.

Plan summary
Net assets, end of year$52,364,795
Participants with balances315
Active participants187
Employer contributions$1,447,058
Employee contributions$1,301,141
Employer contribution per active participant$7,738
Average account balance$166,237
Benefits paid to participants$8,355,915
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.4M · 315 accts · $1.4M emplr
2023$51.1M · 282 accts · $1.3M emplr
2022$41.5M · 286 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,656
Investment management$91,017
Total administrative$219,673
The Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$7,738
Median for plans this size$3,635
2024$7,738 per active participant
2023$7,251 per active participant
2022$7,693 per active participant

Sierra Pacific Orthopaedic Center Medical Group, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
AT RETIREMENT SERVICES, LLC · Trustee (discretionary) · Contract administrator$128,656
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$91,017

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AMERICAN TRUST COMPANY

This plan has changed recordkeepers within these filings. If you left Sierra Pacific Orthopaedic Center Medical Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$219,673 · 0.42%
2023$201,061 · 0.43%
2022$196,455 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · California
Annadel Medical Group, Inc. CA$53.4M · 0.17%
Lifelong Medical Care CA$52.1M · 0.34%
Fairchild Medical Center CA$51.4M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770548187 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.