Plan Ledger DOL Form 5500 · updated monthly

Cambridge Health Services, LLC401(k)

CAMBRIDGE HEALTHCARE SERVICES, LLC 401(K) PLAN · BUENA PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.99%

Cambridge Health Services, LLC reported $333,735 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~90% 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.99%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,250th-largest of 9,483 plans among California employers on file, and the 2,349th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$37,539,864
Participants with balances3,752
Active participants4,163
Employer contributions—
Employee contributions$9,785,143
Employer contribution per active participant—
Average account balance$10,005
Benefits paid to participants$5,713,510
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 3,752 accts
2023$30.0M · 3,581 accts
2022$21.8M · 3,353 accts · $833 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$259,838
Investment management$73,897
Total administrative$333,735
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$262,278
MMA SECURITIES, LLC · Recordkeeping · Trustee$71,456

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

Recordkeeper by year2
2024ADP, MMA SECURITIES, LLC
2023ADP, MMA SECURITIES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$333,735 · 0.99%
2023$289,867 · 1.12%
2022$218,750 · 1.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Altais Health Solutions CA$38.8M · 0.40%
Sequoia Living Inc. CA$36.4M · 0.24%
Covia Communities CA$36.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320309368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.