Plan Ledger DOL Form 5500 · updated monthly

Chancellor Health Care, Inc.401(k)

CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN · WINDSOR, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

Chancellor Health Care, Inc. reported $9,971 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. 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 fell from 0.63% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,177th of 9,483), and 9,824th of 11,911 in health care & social assistance. active participation has shrunk from 513 to 270 since 2022.

Plan summary
Net assets, end of year$2,272,785
Participants with balances118
Active participants270
Employer contributions—
Employee contributions$131,161
Employer contribution per active participant—
Average account balance$19,261
Benefits paid to participants$245,286
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 118 accts
2023$2.2M · 117 accts
2022$2.0M · 121 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,681
Investment management$8,290
Total administrative$9,971
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$9,971
ADP BROKER-DEALER · Other servicesindirect comp
MONEY CONCEPTS CAPITAL CORP · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,971 · 0.45%
2023$15,236 · 0.74%
2022$13,105 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · California
Cri-Help, Inc. CA$2.3M · 0.51%
Bhw Management, Inc. CA$2.3M · 1.25%
Spiritt Family Services CA$2.3M · 0.18%
Downtown Women's Center CA$2.2M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680289944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.