Plan Ledger DOL Form 5500 · updated monthly

Care.Stat!, Inc.401(k)

CARE.STAT! 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Care.Stat!, Inc. reported $15,324 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,030 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 rose from 0.09% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (5,492nd of 9,483), and the 1,013th of 2,534 in administrative & support services. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has shrunk from 438 to 97 since 2022.

Plan summary
Net assets, end of year$9,875,460
Participants with balances276
Active participants97
Employer contributions$584,867
Employee contributions$1,292,938
Employer contribution per active participant$6,030
Average account balance$35,781
Benefits paid to participants$2,452,133
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 276 accts · $585K emplr
2023$9.2M · 335 accts · $1.4M emplr
2022$7.2M · 494 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,844
Investment management$7,480
Total administrative$15,324
The Care.Stat!, Inc. 401(k) match · 2024
Employer contribution per active participant$6,030
Median for plans this size$1,313
2024$6,030 per active participant
2023$9,902 per active participant
2022$3,386 per active participant

Care.Stat!, Inc.'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 · 20242
GUIDELINE, LLC · Plan administrator · Recordkeeping$13,985
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history3
2024$15,324 · 0.16%
2023$11,005 · 0.13%
2022$4,530 · 0.09%
Same employer
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Pasona NA, Inc. CA$9.9M · 0.55%
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Source: U.S. Department of Labor, Form 5500 series, EIN 475436639 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.