Plan Ledger DOL Form 5500 · updated monthly

Casa Coloma Health Care Center401(k)

CASA COLOMA HEALTH CARE CENTER 401(K) PLAN · RANCHO CORDOVA, CA · plan year 2022

Reported admin expense ratio · 2022
1.29%

Casa Coloma Health Care Center reported $49,257 in plan administrative expenses for 2022: 1.29% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,314th of 9,483), and 10,065th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,982,597
Participants with balances76
Active participants0
Employer contributions$0
Employee contributions$0
Employer contribution per active participant—
Average account balance$26,087
Benefits paid to participants$3,072,420
Plan auditUnmodified (clean) audit opinion
AuditorBFBA
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$2.0M · 76 accts
Administrative expenses, itemized · 2022
Professional / advisory$49,257
Total administrative$49,257
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$49,257 · 1.29%
Similar plansHealth Care & Social Assistance · California
Cv Sciences, Inc. CA$2.0M · 0.75%
Eagle Ambulance CA$2.0M · 0.79%
Homeboy Industries CA$2.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942309976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.