Plan Ledger DOL Form 5500 · updated monthly

Harbinder S Brar MD Inc401(k)

HARBINDER S BRAR MD INC 401(K) PROFIT SHARING PLAN & TRUST · RIVERSIDE, CA · plan year 2020

Reported admin expense ratio · 2020
0.31%

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

Harbinder S Brar MD Inc reported $1,856 in plan administrative expenses for 2020: 0.31% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.29% to 0.31%. The plan sits in the under $1M size bracket, benchmarked here against 109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,994th of 9,483), and 11,215th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$650,236
Participants with balances145
Active participants180
Employer contributions$0
Employee contributions$60,375
Employer contribution per active participant$0
Average account balance$4,484
Benefits paid to participants$5,787
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2020$650K · 145 accts
2019$546K · 136 accts
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$1,441
Investment management$415
Total administrative$1,856
The Harbinder S Brar MD Inc 401(k) match · 2020
Employer contribution per active participant$0
Median for plans this size$246

Harbinder S Brar MD Inc's 2020 employer contribution ran below the $246 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2020$1,856 · 0.31%
2019$1,431 · 0.29%
Similar plansHealth Care & Social Assistance · California
Our Best Life Inc CA$702K · 0.70%
Provident Care, Inc. CA$638K · 3.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330876263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.