Plan Ledger DOL Form 5500 · updated monthly

Castro Valley Health Inc401(k)

CASTRO VALLEY HEALTH INC 401K PLAN · SAN RAMON, CA · plan year 2022

Reported admin expense ratio · 2022
1.36%

Castro Valley Health Inc reported $48,977 in plan administrative expenses for 2022: 1.36% 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 (7,657th of 9,483), and 8,973rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,395,390
Participants with balances99
Active participants185
Employer contributions—
Employee contributions$712,071
Employer contribution per active participant—
Average account balance$34,297
Benefits paid to participants$447,818
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT TAX SOLUTIONS CPAS INC
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 history1
2022$48,977 · 1.36%
Similar plansHealth Care & Social Assistance · California
Tlc Child Family Services CA$3.4M · 0.06%
Mindstrong, Inc. CA$3.4M · 0.08%
Telehealth Services USA CA$3.4M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010827587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.