Plan Ledger DOL Form 5500 · updated monthly

California Health Collaborative401(k)

CALIFORNIA HEALTH COLLABORATIVE PENSION PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

California Health Collaborative reported $15,600 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,725 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 0.07% to 0.18%. 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 (5,841st of 9,483), and 6,186th of 11,911 in health care & social assistance. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,659,780
Participants with balances181
Active participants119
Employer contributions$562,271
Employee contributions$447,829
Employer contribution per active participant$4,725
Average account balance$47,844
Benefits paid to participants$2,425,492
Plan auditUnmodified (clean) audit opinion
AuditorELLSWORTH AND STOUT, CPA'S
Plan history2
Yearassets · accounts · employer contribution
2024$8.7M · 181 accts · $562K emplr
2023$8.6M · 166 accts · $509K emplr
Administrative expenses, itemized · 2024
Investment management$15,600
Total administrative$15,600
The California Health Collaborative 401(k) match · 2024
Employer contribution per active participant$4,725
Median for plans this size$1,313
2024$4,725 per active participant
2023$4,624 per active participant

California Health Collaborative's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
COMMONWEALTH EQUITY SERVICESindirect comp

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

Administrative cost history2
2024$15,600 · 0.18%
2023$5,075 · 0.07%
Similar plansHealth Care & Social Assistance · California
Homebridge, Inc. CA$8.8M · 0.08%
The Super Dentists, Inc. CA$8.7M · 0.37%
Jane Technologies Inc. CA$8.7M · 0.05%
Rubicon Programs, Inc. CA$8.6M · 0.34%
Vida Health Inc CA$8.6M · 0.06%
Team Rubicon CA$8.5M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942862660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.