Plan Ledger DOL Form 5500 · updated monthly

Care Zone, Inc.401(k)

CARE ZONE, INC. 401(K) PLAN · SAN MATEO, CA · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Care Zone, Inc. reported $6,029 in plan administrative expenses for 2022: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,177 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (7,426th of 9,483), and 1,973rd of 2,199 in information & media. In 2022, employees put in $4.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,909,323
Participants with balances194
Active participants41
Employer contributions$48,250
Employee contributions$214,474
Employer contribution per active participant$1,177
Average account balance$20,151
Benefits paid to participants$186,899
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN CO LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $11K emplr
2022$3.9M · 194 accts · $48K emplr
The Care Zone, Inc. 401(k) match · 2022
Employer contribution per active participant$1,177
Median for plans this size$1,114

Care Zone, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$6,029 · 0.14%
Similar plansInformation & Media · California
Eaze Technologies, Inc. CA$4.3M · 0.11%
Honk Technologies, Inc. CA$4.1M · 0.10%
Ips Group, Inc. CA$4.1M · 1.27%
Evenup Inc. CA$3.8M · 0.11%
Siban Holdings, Inc CA$3.7M · 0.45%
Indiegogo, Inc. CA$3.7M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272448036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.