Plan Ledger DOL Form 5500 · updated monthly

21ST Century Home Health Services, Inc.401(k)

21ST CENTURY HOME HEALTH SERVICES 401(K) PROFIT SHARING AND TRUST · BURLINGAME, CA · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

21ST Century Home Health Services, Inc. reported $49,101 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,361 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 1.50% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,194th of 9,483), and 6,672nd of 11,911 in health care & social assistance. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 160 to 372 since 2022.

Plan summary
Net assets, end of year$7,465,502
Participants with balances244
Active participants372
Employer contributions$878,427
Employee contributions$1,987,965
Employer contribution per active participant$2,361
Average account balance$30,596
Benefits paid to participants$256,842
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 244 accts · $878K emplr
2023$4.1M · 171 accts · $558K emplr
2022$1.6M · 114 accts · $360K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,387
Investment management$22,714
Total administrative$49,101
The 21ST Century Home Health Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,361
Median for plans this size$1,313
2024$2,361 per active participant
2023$1,801 per active participant
2022$2,248 per active participant

21ST Century Home Health Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$26,387
THREE BELL CAPITAL LLC · Investment advisory (plan)$17,502
THREE BELL CAPITAL · Investment advisory (plan)$5,213

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$49,101 · 0.85%
2023$23,824 · 0.83%
2022$17,826 · 1.50%
Same employer
Similar plansHealth Care & Social Assistance · California
Solheim Lutheran Home CA$7.5M · 0.84%
Dhillon Healthcare Group CA$7.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472484981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.