Plan Ledger DOL Form 5500 · updated monthly

Dhillon Healthcare Group401(k)

DHILLON HEALTHCARE GROUP 401(K) PLAN · SALIDA, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Dhillon Healthcare Group reported $29,441 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,366 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 rose from 0.41% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,192nd of 9,483), and 6,671st of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 173 to 383 since 2021.

Plan summary
Net assets, end of year$7,466,669
Participants with balances208
Active participants383
Employer contributions$523,256
Employee contributions$1,126,177
Employer contribution per active participant$1,366
Average account balance$35,897
Benefits paid to participants$402,696
Plan auditUnmodified (clean) audit opinion
AuditorGRIMBLEBY COLEMAN CPA'S INC.
Plan history4
Yearassets · accounts · employer contribution
2024$7.5M · 208 accts · $523K emplr
2023$5.4M · 191 accts · $451K emplr
2022$2.8M · 166 accts · $336K emplr
2021$2.2M · 113 accts · $212K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,860
Investment management$24,581
Total administrative$29,441
The Dhillon Healthcare Group 401(k) match · 2024
Employer contribution per active participant$1,366
Median for plans this size$1,313
2024$1,366 per active participant
2023$1,391 per active participant
2022$1,343 per active participant
2021$1,228 per active participant

Dhillon Healthcare Group's 2024 employer contribution ran above the $1,313 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$4,860
LPL FINANCIAL RPCP · Investment advisory (plan)$24,581

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history4
2024$29,441 · 0.46%
2023$18,689 · 0.46%
2022$9,734 · 0.40%
2021$7,594 · 0.41%
Similar plansHealth Care & Social Assistance · California
Amigo Baby Inc CA$7.6M · 0.03%
Solheim Lutheran Home CA$7.5M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842873583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.