Plan Ledger DOL Form 5500 · updated monthly

Bellaken Health Group Inc401(k)

BELLAKEN GARDEN & SKILLED NURSING CENTER, INC. 401(K) PROF · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Bellaken Health Group Inc reported $27,623 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. Employer contributions averaged $893 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 0.48% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,620th of 9,483), and 8,171st of 11,654 in professional & technical services. In 2024, employees put in $4.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,457,403
Participants with balances111
Active participants84
Employer contributions$75,000
Employee contributions$369,720
Employer contribution per active participant$893
Average account balance$85,202
Benefits paid to participants$342,740
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 111 accts · $75K emplr
2023$8.3M · 107 accts · $175K emplr
2022$6.7M · 157 accts · $150K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,114
Investment management$7,649
Trustee / custodial$860
Total administrative$27,623
The Bellaken Health Group Inc 401(k) match · 2024
Employer contribution per active participant$893
Median for plans this size$1,313
2024$893 per active participant
2023$2,134 per active participant
2022$1,829 per active participant

Bellaken Health Group Inc's 2024 employer contribution ran below 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
PAYCHEX, INC. · Recordkeeping$19,349

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$27,623 · 0.31%
2023$62,443 · 0.83%
2022$34,552 · 0.48%
Similar plansProfessional & Technical Services · California
Riv Data Corp CA$9.5M · 0.07%
Fuel Cycle Inc. CA$9.5M · 0.19%
Pinger, Inc. CA$9.5M · 0.00%
Lever, Inc. CA$9.4M · 0.11%
Ellison Institute, LLC CA$9.4M · 0.32%
Hungry Heart Media, Inc. CA$9.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943333009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.