Filings through Oct 24, 2026.

Pacific Medical Acquisition Co., Inc. 401(k) Plan

Name: PACIFIC MEDICAL GROUP, INC. - PACIFIC MEDICAL ACQUISITION CO., INC. 401(K) PLAN (2024) Form 5500
Creator: PACIFIC MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PACIFIC MEDICAL ACQUISITION CO., INC. 401(K) PLAN, PACIFIC MEDICAL GROUP, INC.

Pacific Medical Group, Inc.EIN 81-3174339Plan #001PY 2024

212 AVENIDA FABRICANTE - SAN CLEMENTE, CA 92672909-628-1778

How to read this page

Prospect flags

1 of 18 flags tripped on the 2024 filing.

How flags work

Opportunity
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Schedule H, line 4i

Total assets (EOY)

$3.7M

+12.2% from 2023

Total participants

119

-25.6% from 2023

Average account balance

$30,728

+28.2% from 2023

Annual return

14.03%

-3.53 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 10,713 peers

Industry: 81 - Other Services (except Public Administration)
Plan type: Defined contribution
Participants: 25-99
Cohort: 10,713 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 9 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $3,656,671
Participants: 119
Contributions: $597,569
Annual return: 14.03%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$28K in admin expenses, $236 per participant (all participants, line 6f).

Schedule H, line 2i

Recordkeeping$18K (56%)
Investment mgmt$14K (44%)

Admin expense ratio

0.769%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

2 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

7 funds of $250K or more; 17 lines in all, holding $3.5M of the plan's $3.7M. Recordkeeper: Empower.

2024 filing, Schedule H, line 4i

In collective trusts0%median 0% for plans under $5M (7,755 plans)

In index funds14%median 19% for plans under $5M (7,755 plans)

In the main target-date series73%median 39% for plans under $5M (7,755 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 73% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages	T. Rowe Price	Mutual fund	$2.6M	73.3%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$276K	7.8%
Group Annuity Contract Empower Annuity Insurance Company Empower Investment Fixed Account - Series Empower · Insurance contract Recordkeeper's own fund	Empower	Insurance contract	$234K	6.6%
Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$70K	2.0%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$67K	1.9%
AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund	AllianceBernstein	Mutual fund	$57K	1.6%
MFS Investment Management MFS Mid Cap Value R6 Fund MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$48K	1.4%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$47K	1.3%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$39K	1.1%
Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$33K	0.9%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

7 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

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Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 3 by compensation.

Schedule C

Provider	Service type	Compensation
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees	Recordkeeping Fees	$24,607
CBIZ INVESTMENT ADVISORY SERVICES2 years Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 Advisory (Plan)	Advisory (Plan)	$12,752
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management	Investment Management	$1,215

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: BAKER TILLY US, LLP
Auditor EIN: 30-1413443
Audit fees: $0
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

8 feature codes on the 2024 filing.

Line 8a

Plan feature codes2F2G2J2K2S2T3D3H

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 10 vintages

$2.6M

73.3%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$276K

7.8%

Group Annuity Contract Empower Annuity Insurance Company Empower Investment Fixed Account - Series

Empower · Insurance contract

Recordkeeper's own fund

$234K

6.6%

Fidelity U.S. Bond Index Fund

Fidelity (FMR) · Mutual fund

Index

$70K

2.0%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

Index

$67K

1.9%

AB Large CAP Growth Fund INC Class Z

AllianceBernstein · Mutual fund

$57K

1.6%

MFS Investment Management MFS Mid Cap Value R6 Fund

MFS (Sun Life) · Mutual fund

$48K

1.4%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$47K

1.3%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$39K

1.1%

Vanguard Windsor II Fund Admiral Shares

Vanguard · Mutual fund

$33K

0.9%

Provider

Compensation

EMPOWER ADVISORY GROUP, LLC2 years

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$24,607

CBIZ INVESTMENT ADVISORY SERVICES2 years

Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC

Service code 27

6050 OAK TREE BLVD S · CLEVELAND, OH 44131

Advisory (Plan)

$12,752

EMPOWER ADVISORY GROUP, LLC2 years

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,215

Pacific Medical Acquisition Co., Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

Pacific Medical Acquisition Co., Inc. 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Pacific Medical Acquisition Co., Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Pacific Medical Acquisition Co., Inc. 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion