Plan Ledger DOL Form 5500 · updated monthly

Ek Health Services, Inc.401(k)

EK HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2025

Reported admin expense ratio · 2025
0.49%

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

Ek Health Services, Inc. reported $71,227 in plan administrative expenses for 2025: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,666 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 4 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other administrative & support services employers. By assets it is the 4,280th-largest of 9,483 plans among California employers on file, and the 742nd of 2,534 in administrative & support services. In 2025, employees put in $3.44 for every $1.00 the employer contributed; active participation has shrunk from 315 to 208 since 2022.

Plan summary
Net assets, end of year$15,699,365
Participants with balances253
Active participants208
Employer contributions$346,548
Employee contributions$1,190,407
Employer contribution per active participant$1,666
Average account balance$62,053
Benefits paid to participants$1,901,796
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$15.7M · 253 accts · $347K emplr
2024$13.4M · 268 accts · $380K emplr
2023$11.0M · 276 accts · $377K emplr
2022$9.9M · 334 accts · $423K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$33,463
Investment management$37,764
Total administrative$71,227
The Ek Health Services, Inc. 401(k) match · 2025
Employer contribution per active participant$1,666
Median for plans this size$2,666
2025$1,666 per active participant
2024$1,582 per active participant
2023$1,528 per active participant
2022$1,341 per active participant

Ek Health Services, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,178
BAYBRIDGE CAPITAL GROUP LLC · Investment advisory (plan)$9,878
EMPOWER ADVISORY GROUP, LLC · Investment management$7,708

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

Administrative cost history4
2025$71,227 · 0.49%
2024$61,281 · 0.50%
2023$58,173 · 0.56%
2022$53,619 · 0.51%
Same employer
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Balboa Travel, Inc. CA$16.2M · 0.36%
Metagenomi, Inc CA$16.0M · 0.38%
Optima Tax Relief, LLC CA$15.9M · 0.77%
Spmb LLC CA$15.7M · 0.45%
Movement for Life, Inc. CA$15.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770497964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.