Plan Ledger DOL Form 5500 · updated monthly

California Rehabilitation Serv401(k)

CALIFORNIA REHABILITATION SERV 401(K) PROFIT SHARING PLAN & TRUST · GLENDALE, CA · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

California Rehabilitation Serv reported $44,622 in plan administrative expenses for 2023: 0.41% of average plan assets, above the peer median. Employer contributions averaged $12,452 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 fell from 0.41% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,010th of 9,483), and the 5,205th of 11,911 in health care & social assistance. In 2023, employees put in $4.87 for every $1.00 the employer contributed; active participation has shrunk from 366 to 20 since 2022.

Plan summary
Net assets, end of year$11,806,612
Participants with balances311
Active participants20
Employer contributions$249,036
Employee contributions$1,213,984
Employer contribution per active participant$12,452
Average account balance$37,963
Benefits paid to participants$1,588,786
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 225 accts · $14K emplr
2023$11.8M · 311 accts · $249K emplr
2022$10.2M · 379 accts · $245K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$43,273
Investment management$489
Trustee / custodial$860
Total administrative$44,622
The California Rehabilitation Serv 401(k) match · 2023
Employer contribution per active participant$12,452
Median for plans this size$2,440
2024$829 per active participant
2023$12,452 per active participant
2022$670 per active participant

California Rehabilitation Serv's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PAYCHEX, INC. · Contract administrator · Recordkeeping$25,459
LEE CPA AUDIT GROUP · Contract administrator · Recordkeeping$10,108
ERISA FIDUCIARY SERVICES, INC. · Contract administrator · Recordkeeping$7,705

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

Recordkeeper by year2
2024Paychex
2023ERISA FIDUCIARY SERVICES, INC., LEE CPA AUDIT GROUP, Paychex

This plan has changed recordkeepers within these filings. If you left California Rehabilitation Serv before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,382 · 0.35%
2023$44,622 · 0.41%
2022$43,989 · 0.41%
Similar plansHealth Care & Social Assistance · California
Baychildren's Physicians CA$11.9M · 0.38%
Axis Community Health, Inc. CA$11.9M · 0.50%
Red Oaks Medical Group CA$11.8M · 0.91%
Westmont Living, Inc. CA$11.7M · 1.54%
Lifemoves CA$11.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954780771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.