Plan Ledger DOL Form 5500 · updated monthly

Accesshope, LLC401(k)

ACCESSHOPE 401(K) DEFINED CONTRIBUTION PLAN · DUARTE, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Accesshope, LLC reported $5,548 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,735 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 1 year on file its reported administrative ratio rose from 0.13% to 0.19%. 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 (7,361st of 9,483), and 8,504th of 11,911 in health care & social assistance. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,065,440
Participants with balances147
Active participants115
Employer contributions$659,502
Employee contributions$1,600,773
Employer contribution per active participant$5,735
Average account balance$27,656
Benefits paid to participants$264,613
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.1M · 147 accts · $660K emplr
2023$1.7M · 132 accts · $401K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,548
Total administrative$5,548
The Accesshope, LLC 401(k) match · 2024
Employer contribution per active participant$5,735
Median for plans this size$1,313
2024$5,735 per active participant
2023$3,181 per active participant

Accesshope, LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,548

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

Administrative cost history2
2024$5,548 · 0.19%
2023$2,171 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · California
Eva Care Group, LLC CA$4.1M · 0.72%
Care Indeed, Inc. CA$4.1M · 1.90%
Avellino Lab USA, Inc. CA$4.1M · 0.74%
Adjoin CA$4.0M · 0.89%
Yolo Hospice, Inc. CA$4.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842818450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.