Plan Ledger DOL Form 5500 · updated monthly

Castlewood Treatment Center, LLC dba Alsana401(k)

ALSANA 401(K) PROFIT SHARING PLAN · WESTLAKE VILLAGE, CA · plan year 2022

Reported admin expense ratio · 2022
1.18%

Castlewood Treatment Center, LLC dba Alsana reported $39,409 in plan administrative expenses for 2022: 1.18% 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 (7,720th of 9,483), and 9,064th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,263,254
Participants with balances704
Active participants415
Employer contributions—
Employee contributions$1,042,479
Employer contribution per active participant—
Average account balance$4,635
Benefits paid to participants$573,928
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.3M · 704 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$39,409
Total administrative$39,409
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$39,409 · 1.18%
Same employer
Similar plansHealth Care & Social Assistance · California
Center Point Inc. CA$3.3M · 1.02%
Activcare Living Inc. CA$3.2M · 2.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431863431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.