Plan Ledger DOL Form 5500 · updated monthly

Cortica Behavioral Health Inc401(k)

CORTICA BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN TRUST · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Cortica Behavioral Health Inc reported $60,987 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $529 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 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,101st-largest of 9,483 plans among California employers on file, and the 4,172nd of 11,911 in health care & social assistance. In 2024, employees put in $5.80 for every $1.00 the employer contributed; active participation has grown from 935 to 1,685 since 2022.

Plan summary
Net assets, end of year$16,734,174
Participants with balances1,990
Active participants1,685
Employer contributions$891,399
Employee contributions$5,168,042
Employer contribution per active participant$529
Average account balance$8,409
Benefits paid to participants$2,043,140
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 1,990 accts · $891K emplr
2023$10.7M · 1,716 accts · $728K emplr
2022$5.3M · 1,027 accts · $426K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,083
Investment management$904
Total administrative$60,987
The Cortica Behavioral Health Inc 401(k) match · 2024
Employer contribution per active participant$529
Median for plans this size$2,416
2024$529 per active participant
2023$469 per active participant
2022$455 per active participant

Cortica Behavioral Health 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$60,986

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,987 · 0.44%
2023$31,142 · 0.39%
2022$18,358 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · California
Vista Hill Foundation CA$16.9M · 0.26%
Path CA$16.6M · 0.54%
Modern Life Inc. CA$16.6M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822772623 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.