Plan Ledger DOL Form 5500 · updated monthly

Clipboard Health401(k)

CLIPBOARD HEALTH 401(K) PLAN · COVINA, CA · plan year 2023

Reported admin expense ratio · 2023
0.06%

Clipboard Health reported $752 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% 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 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,708th of 9,483), and 2,134th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$1,207,203
Participants with balances109
Active participants92
Employer contributions—
Employee contributions$527,892
Employer contribution per active participant—
Average account balance$11,075
Benefits paid to participants$1,046
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$75
Investment management$677
Total administrative$752
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
THE VANGUARD GROUP, INC. · Recordkeeping$75

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

Administrative cost history1
2023$752 · 0.06%
Same employer
Similar plansAdministrative & Support Services · California
Hines Services Inc CA$1.2M · 1.27%
Hnm Systems Inc. CA$1.2M · 0.11%
Rocketpower Inc. CA$1.1M · 0.79%
Get Heal, Inc. CA$1.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812607261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.