Plan Ledger DOL Form 5500 · updated monthly

Applied Behavior Consultants, Inc.ESOP

APPLIED BEHAVIOR CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Applied Behavior Consultants, Inc. reported $13,149 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. Employer contributions averaged $1,849 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 0.76% to 0.30%. 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 (7,141st of 9,483), and 8,147th of 11,911 in health care & social assistance. active participation has grown from 129 to 158 since 2022.

Plan summary
Net assets, end of year$4,607,188
Participants with balances288
Active participants158
Employer contributions$292,214
Employee contributions—
Employer contribution per active participant$1,849
Average account balance$15,997
Benefits paid to participants$174,106
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 288 accts · $292K emplr
2023$4.1M · 267 accts · $480K emplr
2022$3.6M · 292 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,933
Audit (IQPA)$5,138
Trustee / custodial$612
Total administrative$13,149
Employer contributions to the Applied Behavior Consultants, Inc. plan · 2024
Employer contribution per active participant$1,849
Median for plans this size$1,313
2024$1,849 per active participant
2023$3,403 per active participant

Applied Behavior Consultants, Inc.'s 2024 employer contribution ran above the $1,313 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.

Service providers · 20241
CAMPBELL TAYLOR WASHBURN · Accounting / audit$5,138

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$13,149 · 0.30%
2023$16,123 · 0.41%
2022$28,009 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · California
Hope Hospice, Inc. CA$4.7M · 0.41%
Family Care Network, Inc. CA$4.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680400630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.