Plan Ledger DOL Form 5500 · updated monthly

Aids Healthcare Foundation401(k)

AHF SAVINGS AND INVESTMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Aids Healthcare Foundation reported $188,563 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,824 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 rose from 0.06% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 673rd-largest of 9,483 plans among California employers on file, and the 763rd of 11,911 in health care & social assistance. In 2024, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$158,597,741
Participants with balances3,948
Active participants2,847
Employer contributions$8,040,598
Employee contributions$15,076,044
Employer contribution per active participant$2,824
Average account balance$40,172
Benefits paid to participants$12,676,976
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$158.6M · 3,948 accts · $8.0M emplr
2023$130.6M · 3,595 accts · $7.0M emplr
2022$101.8M · 3,303 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$188,563
Total administrative$188,563
The Aids Healthcare Foundation 401(k) match · 2024
Employer contribution per active participant$2,824
Median for plans this size$3,635
2024$2,824 per active participant
2023$2,546 per active participant
2022$2,331 per active participant

Aids Healthcare Foundation's 2024 employer contribution ran below the $3,635 median for plans its size. 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.

Administrative cost history3
2024$188,563 · 0.13%
2023$67,798 · 0.06%
2022$64,807 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · California
Redlands Community Hospital CA$173.8M · 0.04%
Memorialcare Medical Group CA$163.5M · 0.14%
Marshall Medical Center CA$160.7M · 0.16%
Bass Medical Group, Inc. CA$160.0M · 0.17%
Humangood Norcal CA$157.8M · 0.14%
Grail, LLC CA$150.6M · 0.11%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 954112121 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.