Plan Ledger DOL Form 5500 · updated monthly

Yosemite Pathology Medical Group, Inc.401(k)

YOSEMITE PATHOLOGY 401(K) PROFIT SHARING PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Yosemite Pathology Medical Group, Inc. reported $46,354 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $4,782 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 0.40% to 0.28%. 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 4,081st-largest of 9,483 plans among California employers on file, and the 4,157th of 11,911 in health care & social assistance. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,832,824
Participants with balances204
Active participants133
Employer contributions$635,995
Employee contributions$1,068,637
Employer contribution per active participant$4,782
Average account balance$82,514
Benefits paid to participants$2,342,134
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 204 accts · $636K emplr
2023$15.9M · 129 accts · $388K emplr
2022$13.7M · 120 accts · $493K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,566
Investment management$23,337
Total administrative$46,354
The Yosemite Pathology Medical Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,782
Median for plans this size$2,416
2024$4,782 per active participant
2023$2,793 per active participant
2022$3,705 per active participant

Yosemite Pathology Medical Group, Inc.'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 · 20242
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$9,562
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$1,465

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$46,354 · 0.28%
2023$48,583 · 0.33%
2022$54,270 · 0.40%
Similar plansHealth Care & Social Assistance · California
Brillant Corners CA$17.1M · 0.67%
Vista Hill Foundation CA$16.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942547501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.