Plan Ledger DOL Form 5500 · updated monthly

Coastline Lab Management Inc401(k)

COASTLINE LAB MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST · IRVINE, CA · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Coastline Lab Management Inc reported $1,060 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,256 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 0.04% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,180th of 9,483), and 9,834th of 11,911 in health care & social assistance. In 2023, employees put in $1.92 for every $1.00 the employer contributed; active participation has shrunk from 72 to 41 since 2022.

Plan summary
Net assets, end of year$2,258,779
Participants with balances126
Active participants41
Employer contributions$174,495
Employee contributions$335,748
Employer contribution per active participant$4,256
Average account balance$17,927
Benefits paid to participants$261,201
Plan auditUnmodified (clean) audit opinion
AuditorWERTZ & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 102 accts · $140K emplr
2023$2.3M · 126 accts · $174K emplr
2022$1.6M · 132 accts · $137K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,060
Total administrative$1,060
The Coastline Lab Management Inc 401(k) match · 2023
Employer contribution per active participant$4,256
Median for plans this size$1,308
2024$3,897 per active participant
2023$4,256 per active participant
2022$1,908 per active participant

Coastline Lab Management Inc's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,355 · 0.11%
2023$1,060 · 0.05%
2022$660 · 0.04%
Similar plansHealth Care & Social Assistance · California
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%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 813625643 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.