Plan Ledger DOL Form 5500 · updated monthly

Blossom Ridge Home Health Agency LLC401(k)

BLOSSOM RIDGE HOME HEALTH AGENCY LLC 401(K) PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2023

Reported admin expense ratio · 2023
0.53%

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

Blossom Ridge Home Health Agency LLC reported $16,136 in plan administrative expenses for 2023: 0.53% of average plan assets, above the peer median. Employer contributions averaged $208 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 1 year on file its reported administrative ratio rose from 0.35% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,730th of 9,483), and 9,078th of 11,911 in health care & social assistance. In 2023, employees put in $14.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,244,654
Participants with balances94
Active participants153
Employer contributions$31,783
Employee contributions$476,231
Employer contribution per active participant$208
Average account balance$34,518
Benefits paid to participants$670,214
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.2M · 94 accts · $32K emplr
2022$2.9M · 101 accts · $63K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,656
Investment management$5,480
Total administrative$16,136
The Blossom Ridge Home Health Agency LLC 401(k) match · 2023
Employer contribution per active participant$208
Median for plans this size$1,308
2023$208 per active participant
2022$393 per active participant

Blossom Ridge Home Health Agency LLC's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASSOCIATED PENSION CONSULTANTS · Recordkeeping · Consulting$10,656
AMERICAN FUNDS · Claims processing · Recordkeeping$5,480

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

Administrative cost history2
2023$16,136 · 0.53%
2022$10,078 · 0.35%
Same employer
Similar plansHealth Care & Social Assistance · California
Center Point Inc. CA$3.3M · 1.02%
Activcare Living Inc. CA$3.2M · 2.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453796742 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.