Plan Ledger DOL Form 5500 · updated monthly

Comfort Keepers Ca401(k)

COMFORT KEEPERS CA 401(K) PLAN · LAGUNA NIGUEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Comfort Keepers Ca reported $110 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $133 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,357th of 9,483), and 11,792nd of 11,911 in health care & social assistance. In 2024, employees put in $3.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,043
Participants with balances104
Active participants154
Employer contributions$20,481
Employee contributions$68,661
Employer contribution per active participant$133
Average account balance$837
Benefits paid to participants$1,827
Plan auditUnmodified (clean) audit opinion
AuditorATLAS CPAS AND ADVISORS, PLLC
Administrative expenses, itemized · 2024
Investment management$110
Total administrative$110
The Comfort Keepers Ca 401(k) match · 2024
Employer contribution per active participant$133
Median for plans this size$540

Comfort Keepers Ca's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$110 · 0.13%
Similar plansHealth Care & Social Assistance · California
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Del Mar Park CA$68K · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813731827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.