Plan Ledger DOL Form 5500 · updated monthly

Bh-Sd Opco, LLC401(k)

API BHS 401(K) PLAN · LA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.98%

Bh-Sd Opco, LLC reported $43,127 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. 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 0.69% to 0.98%. 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 (7,204th of 9,483), and 8,248th of 11,911 in health care & social assistance. active participation has grown from 382 to 425 since 2022.

Plan summary
Net assets, end of year$4,454,726
Participants with balances327
Active participants425
Employer contributions—
Employee contributions$706,224
Employer contribution per active participant—
Average account balance$13,623
Benefits paid to participants$1,109,994
Plan auditUnmodified (clean) audit opinion
AuditorCONSIDINE & CONSIDINE
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 327 accts
2023$4.4M · 289 accts
2022$3.7M · 282 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,127
Total administrative$43,127
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$43,127
LPL FINANCIAL LLC - RPCP · Investment advisory (plan)indirect 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$43,127 · 0.98%
2023$39,590 · 0.98%
2022$28,834 · 0.69%
Same employer
Similar plansHealth Care & Social Assistance · California
Islands Hospice, Inc. CA$4.5M · 0.19%
Hospice of San Joaquin CA$4.5M · 1.19%
Cc Amulet Management LLC CA$4.5M · 0.74%
Anx Home Healthcare CA$4.3M · 1.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471098806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.