San Diego Sports Medicine and Family Health Center 401(k) match, vesting and fees
What San Diego Sports Medicine and Family Health Center's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capitol Group Retirement Plan Servi | Schedule C ↗ |
| Independent auditor | Allan Brachman Cpa Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| San Diego Sports Medicine and Family Health Center: employer contribution per participant | $6,502 | |
| Peer median | $1,440 |
| San Diego Sports Medicine and Family Health Center: average balance | $117,171 | |
| Peer median | $38,351 |
| San Diego Sports Medicine and Family Health Center: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.1M at the end of plan year 2021 to $17.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 153 | $17.8M | $988K | $6,502 | 0.29% | Not published | Form 5500 ↗ |
| 2024 | 150 | $14.4M | $878K | $5,932 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 129 | $11.9M | $792K | $6,142 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 130 | $9.2M | $748K | $5,750 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 122 | $10.1M | $711K | $5,827 | 0.02% | Not published | Form 5500 ↗ |
Other San Diego Sports Medicine and Family Health Center plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
San Diego Sports Medicine and Family Health Center Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
San Diego Sports Medicine and Family Health Center Defined Benefit Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does San Diego Sports Medicine and Family Health Center match 401(k) contributions?
The match terms for the San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $988K in employer contributions, about $6,502 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Diego Sports Medicine and Family Health Center 401(k) match vested?
The vesting schedule for the San Diego Sports Medicine and Family Health Center 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Diego Sports Medicine and Family Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capitol Group Retirement Plan Servi. The plan administrator is San Diego Sports Medicine and Family Health Center.
I left San Diego Sports Medicine and Family Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Diego Sports Medicine and Family Health Center, (619) 229-3909) or the recordkeeper, Capitol Group Retirement Plan Servi. The San Diego Sports Medicine and Family Health Center old 401(k) page lists the contacts from every plan filing. Find an old San Diego Sports Medicine and Family Health Center 401(k)
Data from the public Form 5500 annual reports San Diego Sports Medicine and Family Health Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with San Diego Sports Medicine and Family Health Center. Not financial advice. Report a correction · Methodology