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SQUARE CARE MEDICAL GROUP, LLP

SQUARE CARE MEDICAL GROUP, LLP 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

70filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$6,976

Reported employer contributions per active participant.

Higher than about 82% of comparable plans
#People in the filing
223

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$176 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 42% of comparable plans
↗Investment performance
Not available

Plan assets changed 4.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202470out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions82nd percentileTypical peer $2,397 · based on 2,295 comparable plans
Lower reported administrative expense42nd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SQUARE CARE MEDICAL GROUP, LLP reported $1,555,565 in employer contributions across the plan and 223 active participants. That works out to $6,976 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy64%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 8.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 19.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context70/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,555,565
Participant contributions
$1,366,951
Other contributions
-$479
Employer share of reported contributions
53.2%
Beginning assets
$27,385,199
Ending assets
$28,672,923
Ending net assets
$28,662,538
Ending liabilities
$10,385
Total income
$6,170,151
Total expenses
$4,882,427
Administrative expenses
$70,696
Participant loans
$86,757

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$6,420
2023
$6,185
2024
$6,976
Plan-paid administrative expenses per participant
2022
$148
2023
$188
2024
$176
Active participants
2022
263
2023
259
2024
223
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$6,97622328.7M20251013111209NAL0001097265003
2023$6,18525927.4M20241009083831NAL0010440515001
2022$6,42026323.4M20231015141857NAL0073075634001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
202652680-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 2006
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2R2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN2024Not reportedunknown
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
BLACKROCK2024Not reportedunknown
BROWN ADVISORY FUNDS2024Not reportedunknown
CARILLON FAMILY OF FUNDS2024Not reportedunknown
CENTRE FUNDS2024Not reportedunknown
CHARLES SCHWAB TRUST BANK2024Not reportedunknown
COHEN & STEERS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
FULLER & THALER ASSET MGMT2024Not reportedunknown
INVESCO2024Not reportedunknown
JP MORGAN2024Not reportedunknown
MORGAN STANLEY2024Not reportedunknown
PIMCO2024Not reportedunknown
PRUDENTIAL INVESTMENTS2024Not reportedunknown
RELIANCE TRUST2024Not reportedunknown
SCHWAB FUNDS2024Not reportedunknown
SEI TRUST2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
THE VANGUARD GROUP2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251013111209NAL0001097265003
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗