Plan Ledger DOL Form 5500 · updated monthly

Crossover Health Management Services, Inc.401(k)

CROSSOVER HEALTH 401(K) PLAN · SAN CLEMENTE, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Crossover Health Management Services, Inc. reported $6,558 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,781 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 fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,238th-largest of 9,483 plans among California employers on file, and the 206th of 2,534 in administrative & support services. In 2024, employees put in $2.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,617,912
Participants with balances1,602
Active participants1,231
Employer contributions$3,423,489
Employee contributions$9,731,753
Employer contribution per active participant$2,781
Average account balance$47,826
Benefits paid to participants$7,242,139
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.6M · 1,602 accts · $3.4M emplr
2023$59.5M · 1,522 accts · $3.0M emplr
2022$40.5M · 1,465 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,558
Total administrative$6,558
The Crossover Health Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,781
Median for plans this size$3,635
2024$2,781 per active participant
2023$2,522 per active participant
2022$1,897 per active participant

Crossover Health Management Services, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,558

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$6,558 · 0.01%
2023$14,468 · 0.03%
2022$7,945 · 0.02%
Same employer
Similar plansAdministrative & Support Services · California
Emerald X, LLC CA$92.9M · 0.09%
Doma Corporate, LLC CA$88.1M · 0.11%
Appleone, Inc. CA$74.9M · 0.30%
Asgn Incorporated. CA$74.1M · 0.18%
Asics America Corporation CA$73.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272210135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.