Plan Ledger DOL Form 5500 · updated monthly

St. Jude Heritage Medical Group, a Medical Corporation401(k)

ST. JUDE HERITAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

St. Jude Heritage Medical Group, a Medical Corporation reported $281,052 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $36,195 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 0.07% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 376th-largest of 9,483 plans among California employers on file, and the 451st of 11,911 in health care & social assistance. In 2024, the employer put in $2.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$332,724,929
Participants with balances410
Active participants376
Employer contributions$13,609,241
Employee contributions$6,542,208
Employer contribution per active participant$36,195
Average account balance$811,524
Benefits paid to participants$14,469,303
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$332.7M · 410 accts · $13.6M emplr
2023$280.1M · 387 accts · $12.5M emplr
2022$232.2M · 370 accts · $11.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$253,207
Investment management$18,495
Audit (IQPA)$7,475
Trustee / custodial$1,875
Total administrative$281,052
The St. Jude Heritage Medical Group, a Medical Corporation 401(k) match · 2024
Employer contribution per active participant$36,195
Median for plans this size$4,294
2024$36,195 per active participant
2023$35,083 per active participant
2022$32,534 per active participant

St. Jude Heritage Medical Group, a Medical Corporation's 2024 employer contribution ran above the $4,294 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Investment advisory (plan)$204,896
SAGEVIEW ADVISORY GROUP. LLC · Investment advisory (plan)$18,268
KRAVITZ, LLC · Pension consulting$14,391
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$7,475

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$281,052 · 0.09%
2023$201,627 · 0.08%
2022$188,254 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · California
Ensign Services, Inc. CA$373.8M · 0.25%
Apria Healthcare Group Inc. CA$349.8M · 0.07%
Onesmile, LLC CA$348.7M · 0.16%
1LIFE Healthcare, Inc. CA$307.9M · 0.03%
Natera CA$301.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330562468 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.