Plan Ledger DOL Form 5500 · updated monthly

American Indian Health & Services Corporation401(k)

AMERICAN INDIAN HEALTH & SERVICES CORPORATION EMPLOYEE 401(K) RETIREMENT PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

American Indian Health & Services Corporation reported $394 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,397 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.

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 (5,788th of 9,483), and 6,120th of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,816,314
Participants with balances127
Active participants105
Employer contributions$356,652
Employee contributions$751,283
Employer contribution per active participant$3,397
Average account balance$69,420
Benefits paid to participants$140,109
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$391
Investment management$3
Total administrative$394
The American Indian Health & Services Corporation 401(k) match · 2024
Employer contribution per active participant$3,397
Median for plans this size$1,313

American Indian Health & Services Corporation'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$391

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

Administrative cost history1
2024$394 · 0.01%
Similar plansHealth Care & Social Assistance · California
Ck Franchising, Inc. CA$8.8M · 1.00%
Homebridge, Inc. CA$8.8M · 0.08%
The Super Dentists, Inc. CA$8.7M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770398793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.