Plan Ledger DOL Form 5500 · updated monthly

Agemark Corporation401(k)

AGEMARK RETIREMENT SAVINGS PLAN I · ORINDA, CA · plan year 2022

Reported admin expense ratio · 2022
1.36%

Agemark Corporation reported $34,044 in plan administrative expenses for 2022: 1.36% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,286th of 9,483), and 11,703rd of 11,911 in health care & social assistance. In 2022, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$168,394
Participants with balances12
Active participants0
Employer contributions$73,052
Employee contributions$178,035
Employer contribution per active participant—
Average account balance$14,033
Benefits paid to participants$317,801
Plan auditUnmodified (clean) audit opinion
AuditorMARKSNELSON LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,349
Investment management$7,695
Total administrative$34,044
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$34,044 · 1.36%
Similar plansHealth Care & Social Assistance · California
True Care Hospice Inc CA$175K · 13.51%
In-Roads Management Inc CA$151K · 0.93%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943270169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.