Plan Ledger DOL Form 5500 · updated monthly

Evergreen Home Health, Inc.401(k)

EVERGREEN HOME HEALTH, INC. 401K PLAN · CERRITOS, CA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Evergreen Home Health, Inc. reported $11,304 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $88 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (6,849th of 9,483), and 7,640th of 11,911 in health care & social assistance. In 2022, employees put in $44.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,478,659
Participants with balances76
Active participants95
Employer contributions$8,399
Employee contributions$373,979
Employer contribution per active participant$88
Average account balance$72,088
Benefits paid to participants$348,749
Plan auditUnmodified (clean) audit opinion
AuditorGURSEY SCHNEIDER LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,304
Total administrative$11,304
The Evergreen Home Health, Inc. 401(k) match · 2022
Employer contribution per active participant$88
Median for plans this size$1,114

Evergreen Home Health, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,304 · 0.19%
Similar plansHealth Care & Social Assistance · California
Side by Side CA$5.6M · 0.05%
First Place for Youth CA$5.4M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300044178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.