Plan Ledger DOL Form 5500 · updated monthly

Blood Bank of San Bernardino and Riverside Counties dba Lifestream403(b)

LIFESTREAM 403(B) PLAN · SAN BERNARDINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Blood Bank of San Bernardino and Riverside Counties dba Lifestream reported $121,229 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,925 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 0.46% to 0.57%. 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 3,426th-largest of 9,483 plans among California employers on file, and the 3,467th of 11,911 in health care & social assistance. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,770,203
Participants with balances581
Active participants427
Employer contributions$821,881
Employee contributions$1,488,628
Employer contribution per active participant$1,925
Average account balance$37,470
Benefits paid to participants$3,156,590
Plan auditUnmodified (clean) audit opinion
AuditorHALLIDAY & COMPANY, CERTIFIED PUBLI
Plan history3
Yearassets · accounts · employer contribution
2024$21.8M · 581 accts · $822K emplr
2023$20.5M · 503 accts · $665K emplr
2022$17.7M · 491 accts · $687K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,229
Total administrative$121,229
Employer contributions to the Blood Bank of San Bernardino and Riverside Counties dba Lifestream plan · 2024
Employer contribution per active participant$1,925
Median for plans this size$2,416
2024$1,925 per active participant
2023$1,639 per active participant
2022$1,648 per active participant

Blood Bank of San Bernardino and Riverside Counties dba Lifestream'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$112,628
THE RYDING COMPANY · Investment advisory (plan)$8,601

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$121,229 · 0.57%
2023$94,529 · 0.49%
2022$86,708 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · California
San Diego Family Care CA$22.0M · 0.26%
Enki Health Services Inc CA$21.8M · 0.03%
Community Hospice, Inc. CA$21.4M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951708743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.