Plan Ledger DOL Form 5500 · updated monthly

Behavioral Autism Therapies LLC401(k)

BEHAVIORAL AUTISM THERAPIES LLC- 401K PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
1.16%

Behavioral Autism Therapies LLC reported $4,113 in plan administrative expenses for 2024: 1.16% of average plan assets, above the peer median. 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 3.55% to 1.16%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,143rd of 9,483), and 11,468th of 11,911 in health care & social assistance. active participation has grown from 168 to 265 since 2022.

Plan summary
Net assets, end of year$394,390
Participants with balances237
Active participants265
Employer contributions—
Employee contributions$127,124
Employer contribution per active participant—
Average account balance$1,664
Benefits paid to participants$90,163
Plan auditUnmodified (clean) audit opinion
AuditorHYPERION ACCOUNTING GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$394K · 237 accts
2023$314K · 182 accts
2022$176K · 163 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,113
Total administrative$4,113
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
ADP, INC. · Loan processing · Recordkeeping$4,113
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$4,113 · 1.16%
2023$3,041 · 1.24%
2022$5,261 · 3.55%
Same employer
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Caravan Operations Corp. CA$402K · 0.74%
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Covid Clinic, Inc. CA$388K · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510633134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.