Plan Ledger DOL Form 5500 · updated monthly

Breakthrough Behavior, LLC401(k)

BREAKTHROUGH BEHAVIOR 401(K) PLAN · SALINAS, CA · plan year 2022

Reported admin expense ratio · 2022
4.47%

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

Breakthrough Behavior, LLC reported $22,395 in plan administrative expenses for 2022: 4.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,046 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,061st of 9,483), and 11,340th of 11,911 in health care & social assistance. In 2022, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$517,374
Participants with balances74
Active participants24
Employer contributions$97,095
Employee contributions$167,331
Employer contribution per active participant$4,046
Average account balance$6,992
Benefits paid to participants$112,619
Plan auditUnmodified (clean) audit opinion
AuditorH&CO
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,625
Investment management$6,922
Total administrative$22,395
The Breakthrough Behavior, LLC 401(k) match · 2022
Employer contribution per active participant$4,046
Median for plans this size$331

Breakthrough Behavior, LLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$22,395 · 4.47%
Similar plansHealth Care & Social Assistance · California
Beecan Health LLC CA$515K · 1.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810899676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.