Plan Ledger DOL Form 5500 · updated monthly

Alternative Behavior Strategies, LLC401(k)

ALTERNATIVE BEHAVIOR STRATEGIES RETIREMENT PLAN · ENCINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Alternative Behavior Strategies, LLC reported $110,539 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $535 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 1.06% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,600th-largest of 9,483 plans among California employers on file, and the 3,668th of 11,911 in health care & social assistance. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 1,639 to 2,723 since 2022.

Plan summary
Net assets, end of year$20,265,838
Participants with balances802
Active participants2,723
Employer contributions$1,455,677
Employee contributions$2,727,314
Employer contribution per active participant$535
Average account balance$25,269
Benefits paid to participants$1,629,062
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 802 accts · $1.5M emplr
2023$15.2M · 698 accts · $1.3M emplr
2022$10.4M · 813 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$86,378
Investment management$24,161
Total administrative$110,539
The Alternative Behavior Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$535
Median for plans this size$2,416
2024$535 per active participant
2023$531 per active participant
2022$758 per active participant

Alternative Behavior Strategies, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Administrative cost history3
2024$110,539 · 0.62%
2023$99,181 · 0.78%
2022$100,849 · 1.06%
Same employer
Similar plansHealth Care & Social Assistance · California
St. John's Community Health CA$20.3M · 0.60%
Biora Therapeutics, Inc. CA$20.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275073382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.