Plan Ledger DOL Form 5500 · updated monthly

Axis Community Health, Inc.403(b)

AXIS COMMUNITY HEALTH, INC. 403(B) PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Axis Community Health, Inc. reported $53,291 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,567 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. 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 among the smaller plans on file in California (5,000th of 9,483), and the 5,183rd of 11,911 in health care & social assistance. In 2024, employees put in $3.26 for every $1.00 the employer contributed; active participation has grown from 191 to 228 since 2022.

Plan summary
Net assets, end of year$11,885,318
Participants with balances234
Active participants228
Employer contributions$357,219
Employee contributions$1,162,928
Employer contribution per active participant$1,567
Average account balance$50,792
Benefits paid to participants$763,333
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 234 accts · $357K emplr
2023$9.6M · 208 accts · $327K emplr
2022$6.9M · 197 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,841
Investment management$1,000
Total administrative$53,291
Employer contributions to the Axis Community Health, Inc. plan · 2024
Employer contribution per active participant$1,567
Median for plans this size$2,416
2024$1,567 per active participant
2023$1,661 per active participant
2022$1,549 per active participant

Axis Community Health, Inc.'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 · 20242
GLOBAL RETIREMENT PARTNERS LLCindirect comp
QUINTES FINANCIAL SERVICES, LLC · Other servicesindirect comp

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$53,291 · 0.50%
2023$65,293 · 0.79%
2022$36,682 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · California
Baychildren's Physicians CA$11.9M · 0.38%
Red Oaks Medical Group CA$11.8M · 0.91%
Westmont Living, Inc. CA$11.7M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942232394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.