Plan Ledger DOL Form 5500 · updated monthly

Arch Health Partners401(k)

ARCH HEALTH PARTNERS 401(K) PLAN · POWAY, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Arch Health Partners reported $142,003 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,094 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 0.37% to 0.58%. 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 2,977th-largest of 9,483 plans among California employers on file, and the 3,051st of 11,911 in health care & social assistance. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has shrunk from 771 to 549 since 2022.

Plan summary
Net assets, end of year$26,304,134
Participants with balances868
Active participants549
Employer contributions$1,149,488
Employee contributions$2,950,585
Employer contribution per active participant$2,094
Average account balance$30,304
Benefits paid to participants$3,422,963
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 868 accts · $1.1M emplr
2023$22.7M · 894 accts · $999K emplr
2022$17.1M · 873 accts · $858K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,008
Investment management$68,995
Total administrative$142,003
The Arch Health Partners 401(k) match · 2024
Employer contribution per active participant$2,094
Median for plans this size$2,416
2024$2,094 per active participant
2023$1,217 per active participant
2022$1,113 per active participant

Arch Health Partners's 2024 employer contribution ran below the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$73,008
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$58,597
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,398

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$142,003 · 0.58%
2023$117,804 · 0.59%
2022$65,658 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · California
Samgi CA$26.3M · 0.33%
Wellspace Health CA$26.3M · 0.41%
Catalight Foundation CA$26.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271332228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.