Plan Ledger DOL Form 5500 · updated monthly

Activcare Living Inc.401(k)

ACTIVCARE LIVING INC. 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2025

Reported admin expense ratio · 2025
2.30%

Activcare Living Inc. reported $64,476 in plan administrative expenses for 2025: 2.30% of average plan assets, higher than ~90% of peers. 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 3 years on file its reported administrative ratio fell from 2.88% to 2.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,743rd of 9,483), and 9,101st of 11,911 in health care & social assistance. active participation has grown from 317 to 354 since 2022.

Plan summary
Net assets, end of year$3,215,064
Participants with balances364
Active participants354
Employer contributions—
Employee contributions$782,056
Employer contribution per active participant—
Average account balance$8,833
Benefits paid to participants$334,028
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$3.2M · 364 accts
2024$2.4M · 359 accts
2023$1.8M · 330 accts
2022$1.4M · 327 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$64,476
Total administrative$64,476
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$52,097
DWC ERISA CONSULTANTS, LLC · Contract administrator$12,380

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

Administrative cost history4
2025$64,476 · 2.30%
2024Not separately reported
2023$47,530 · 2.92%
2022$37,570 · 2.88%
Same employer
Similar plansHealth Care & Social Assistance · California
Center Point Inc. CA$3.3M · 1.02%
Vida Family Therapy PC CA$3.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953696840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.