Plan Ledger DOL Form 5500 · updated monthly

Central Coast Home Health, Inc.401(k)

CENTRAL COAST HOME HEALTH RETIREMENT PLAN · SAN LUIS OBISPO, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Central Coast Home Health, Inc. reported $16,578 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $584 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 0.06% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,459th-largest of 9,483 plans among California employers on file, and the 3,502nd of 11,911 in health care & social assistance. In 2024, employees put in $11.31 for every $1.00 the employer contributed; active participation has grown from 356 to 409 since 2022.

Plan summary
Net assets, end of year$21,460,958
Participants with balances450
Active participants409
Employer contributions$238,825
Employee contributions$2,700,754
Employer contribution per active participant$584
Average account balance$47,691
Benefits paid to participants$994,639
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.5M · 450 accts · $239K emplr
2023$17.1M · 422 accts · $219K emplr
2022$12.6M · 393 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,806
Investment management$5,772
Total administrative$16,578
The Central Coast Home Health, Inc. 401(k) match · 2024
Employer contribution per active participant$584
Median for plans this size$2,416
2024$584 per active participant
2023$586 per active participant
2022$536 per active participant

Central Coast Home Health, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,806
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,772

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

Administrative cost history3
2024$16,578 · 0.09%
2023$11,267 · 0.08%
2022$8,148 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · California
Enki Health Services Inc CA$21.8M · 0.03%
Community Hospice, Inc. CA$21.4M · 0.01%
Penny Lane Centers CA$21.3M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320232613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.