Plan Ledger DOL Form 5500 · updated monthly

Collectivehealth, Inc401(k)

COLLECTIVE HEALTH 401(K) PLAN · SAN MATEO, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Collectivehealth, Inc reported $93,097 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,276th-largest of 9,483 plans among California employers on file, and the 2,085th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$37,062,744
Participants with balances1,083
Active participants784
Employer contributions$0
Employee contributions$5,826,401
Employer contribution per active participant$0
Average account balance$34,222
Benefits paid to participants$3,923,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.1M · 1,083 accts
2023$29.6M · 1,003 accts
2022$22.0M · 1,074 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,935
Investment management$14,162
Total administrative$93,097
The Collectivehealth, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Collectivehealth, 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 WORKPLACE SERVICES,LLC · Plan administrator · Trustee (discretionary)$78,935
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,162

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$93,097 · 0.28%
2023$73,254 · 0.28%
2022$63,939 · 0.29%
Same employer
Similar plansFinance & Insurance · California
Meriwest Credit Union CA$37.5M · 0.37%
Spoton Technologies, Inc. CA$37.3M · 0.51%
Venbrook Group, LLC CA$36.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463985383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.