Plan Ledger DOL Form 5500 · updated monthly

G and E Healthcare Services, LLC401(k)

G AND E HEALTHCARE SERVICES, LLC 401(K) PLAN · PASADENA, CA · plan year 2023

Reported admin expense ratio · 2023
0.87%

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

G and E Healthcare Services, LLC reported $10,817 in plan administrative expenses for 2023: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,441 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 1 year on file its reported administrative ratio rose from 0.61% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,252nd of 9,483), and 9,948th of 11,911 in health care & social assistance. In 2023, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,121,939
Participants with balances184
Active participants344
Employer contributions$495,545
Employee contributions$801,269
Employer contribution per active participant$1,441
Average account balance$11,532
Benefits paid to participants$31,902
Plan auditUnmodified (clean) audit opinion
AuditorWALTERS & SKLYAR LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $227K emplr
2023$2.1M · 184 accts · $496K emplr
2022$358K · 177 accts · $110K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,019
Investment management$1,798
Total administrative$10,817
The G and E Healthcare Services, LLC 401(k) match · 2023
Employer contribution per active participant$1,441
Median for plans this size$1,308
2023$1,441 per active participant
2022$306 per active participant

G and E Healthcare Services, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$8,273

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024Not separately reported
2023$10,817 · 0.87%
2022$2,167 · 0.61%
Similar plansHealth Care & Social Assistance · California
The Absinthe Group Inc CA$2.1M · 0.35%
Jonbec Care, Inc. CA$2.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954708467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.