Plan Ledger DOL Form 5500 · updated monthly

Desert Haven Enterprises, Inc401(k)

DESERT HAVEN ENTERPRISES 401(K) PLAN · LANCASTER, CA · plan year 2023

Reported admin expense ratio · 2023
1.94%

Desert Haven Enterprises, Inc reported $18,858 in plan administrative expenses for 2023: 1.94% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 1.46% to 1.94%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,795th of 9,483), and 10,840th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,069,423
Participants with balances127
Active participants122
Employer contributions—
Employee contributions$111,411
Employer contribution per active participant—
Average account balance$8,421
Benefits paid to participants$55,025
Plan auditUnmodified (clean) audit opinion
AuditorFARBER HASS HURLEY
Plan history2
Yearassets · accounts · employer contribution
2023$1.1M · 127 accts
2022$879K · 167 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,607
Investment management$2,251
Total administrative$18,858
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$16,607
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history2
2023$18,858 · 1.94%
2022$13,539 · 1.46%
Similar plansHealth Care & Social Assistance · California
Quality Group Homes Inc CA$1.1M · 1.49%
Inland Respite, Inc. CA$1.0M · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 956006073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.