Plan Ledger DOL Form 5500 · updated monthly

American Specialty Health Incorporated401(k)

AMERICAN SPECIALTY HEALTH INCORPORATED 401(K) SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

American Specialty Health Incorporated reported $159,807 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,728 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 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 773rd-largest of 9,483 plans among California employers on file, and the 791st of 4,798 in finance & insurance. In 2024, employees put in $3.58 for every $1.00 the employer contributed; active participation has grown from 1,535 to 1,788 since 2022.

Plan summary
Net assets, end of year$136,164,460
Participants with balances2,273
Active participants1,788
Employer contributions$3,088,860
Employee contributions$11,044,869
Employer contribution per active participant$1,728
Average account balance$59,905
Benefits paid to participants$8,750,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$136.2M · 2,273 accts · $3.1M emplr
2023$113.0M · 2,099 accts · $2.8M emplr
2022$92.7M · 1,867 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$144,089
Investment management$15,718
Total administrative$159,807
The American Specialty Health Incorporated 401(k) match · 2024
Employer contribution per active participant$1,728
Median for plans this size$3,635
2024$1,728 per active participant
2023$1,591 per active participant
2022$1,597 per active participant

American Specialty Health Incorporated's 2024 employer contribution ran below the $3,635 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.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$144,089
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,718

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

Administrative cost history3
2024$159,807 · 0.13%
2023$119,149 · 0.12%
2022$146,829 · 0.15%
Same employer
Similar plansFinance & Insurance · California
Icw Group Holdings, Inc. CA$143.4M · 0.12%
Kinecta Federal Credit Union CA$136.1M · 0.12%
Pantheon Freedom, Inc. CA$133.6M · 0.16%
Pacific Premier Bank CA$131.5M · 0.40%
Heffernan Insurance Brokers CA$129.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330883241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.