Plan Ledger DOL Form 5500 · updated monthly

Brookside Skilled Nursing Hosptial403(b)

BROOKSIDE SKILLED NURSING HOSPITAL 403(B) TAX DEFERRED ANNUITY PLAN · SAN RAMON, CA · plan year 2022

Reported admin expense ratio · 2022
0.08%

Brookside Skilled Nursing Hosptial reported $175 in plan administrative expenses for 2022: 0.08% of average plan assets, lower 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.

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 (9,269th of 9,483), and 11,677th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$194,605
Participants with balances22
Active participants96
Employer contributions—
Employee contributions$10,421
Employer contribution per active participant—
Average account balance$8,846
Benefits paid to participants$69,743
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN HUNTER & CO. P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$175
Total administrative$175
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$175 · 0.08%
Similar plansHealth Care & Social Assistance · California
Centered Health, LLC CA$198K · 3.09%
True Care Hospice Inc CA$175K · 13.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942506931 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.