Plan Ledger DOL Form 5500 · updated monthly

The Childrens Clinic Serving Children and Their Families401(k)

THE CHILDREN'S CLINIC RETIREMENT PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

The Childrens Clinic Serving Children and Their Families reported $131,593 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,686 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 0.44%. 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 2,530th-largest of 9,483 plans among California employers on file, and the 2,612th of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,361,818
Participants with balances633
Active participants438
Employer contributions$1,176,583
Employee contributions$1,472,855
Employer contribution per active participant$2,686
Average account balance$51,125
Benefits paid to participants$1,569,247
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.4M · 633 accts · $1.2M emplr
2023$28.0M · 620 accts · $1.2M emplr
2022$22.9M · 593 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,690
Investment management$53,903
Total administrative$131,593
The The Childrens Clinic Serving Children and Their Families 401(k) match · 2024
Employer contribution per active participant$2,686
Median for plans this size$2,416
2024$2,686 per active participant
2023$3,153 per active participant
2022$2,614 per active participant

The Childrens Clinic Serving Children and Their Families'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
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping$2,580
PENSIONMARK FINANCIAL GROUP · Investment advisory (participants)$53,903

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$131,593 · 0.44%
2023$113,690 · 0.45%
2022$110,033 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · California
MD Imaging Inc. CA$33.1M · 0.29%
International Medical Corps CA$32.9M · 0.11%
Sbcs CA$32.5M · 0.29%
Thekey CA$32.3M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951643332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.