Plan Ledger DOL Form 5500 · updated monthly

Emanate Health Mso401(k)

EMANATE HEALTH MSO 401(K) PLAN · COVINA, CA · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Emanate Health Mso reported $46,582 in plan administrative expenses for 2023: 0.32% of average plan assets, above the peer median. Employer contributions averaged $6,042 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 rose from 0.17% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 4,449th-largest of 9,483 plans among California employers on file, and the 4,573rd of 11,911 in health care & social assistance. In 2023, employees put in $1.84 for every $1.00 the employer contributed; active participation has shrunk from 130 to 3 since 2022.

Plan summary
Net assets, end of year$14,628,089
Participants with balances321
Active participants3
Employer contributions$18,127
Employee contributions$33,396
Employer contribution per active participant$6,042
Average account balance$45,570
Benefits paid to participants$1,394,762
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGT
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 337 accts · $79K emplr
2023$14.6M · 321 accts · $18K emplr
2022$14.5M · 340 accts · $62K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,371
Investment management$10,000
Audit (IQPA)$18,211
Total administrative$46,582
The Emanate Health Mso 401(k) match · 2023
Employer contribution per active participant$6,042
Median for plans this size$2,440
2024$26,422 per active participant
2023$6,042 per active participant
2022$475 per active participant

Emanate Health Mso's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
LINCOLN NATIONAL CORPORATION · Contract administrator$18,371
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$18,211
MORGAN STANLEY GLOBAL BANKING · Investment advisory (plan)$10,000

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$26,226 · 0.19%
2023$46,582 · 0.32%
2022$27,369 · 0.17%
Similar plansHealth Care & Social Assistance · California
Elder Care Alliance CA$14.8M · 0.25%
Exagen Inc. CA$14.3M · 0.45%
Autism Learning Partners CA$14.3M · 1.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812647150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.