Plan Ledger DOL Form 5500 · updated monthly

Cope Healthcare Consulting, Inc.401(k)

COPE HEALTH SOLUTIONS 401(K) PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Cope Healthcare Consulting, Inc. reported $13,288 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,319 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,190th of 9,483), and 9,991st of 11,654 in professional & technical services. In 2022, employees put in $3.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,490,627
Participants with balances91
Active participants94
Employer contributions$124,021
Employee contributions$379,216
Employer contribution per active participant$1,319
Average account balance$49,348
Benefits paid to participants$512,700
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,288
Total administrative$13,288
The Cope Healthcare Consulting, Inc. 401(k) match · 2022
Employer contribution per active participant$1,319
Median for plans this size$1,114

Cope Healthcare Consulting, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,288 · 0.27%
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Source: U.S. Department of Labor, Form 5500 series, EIN 473983034 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.