Plan Ledger DOL Form 5500 · updated monthly

Harbor Supported Living Servic401(k)

HARBOR SUPPORTED LIVING SERVIC 401(K) PROFIT SHARING PLAN & TRUST · SANTA CRUZ, CA · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Harbor Supported Living Servic reported $3,118 in plan administrative expenses for 2022: 0.83% of average plan assets, below the peer median. Employer contributions averaged $275 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,155th of 9,483), and 11,496th of 11,911 in health care & social assistance. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$378,102
Participants with balances37
Active participants102
Employer contributions$28,016
Employee contributions$51,778
Employer contribution per active participant$275
Average account balance$10,219
Benefits paid to participants$4,262
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$289
Investment management$2,829
Total administrative$3,118
The Harbor Supported Living Servic 401(k) match · 2022
Employer contribution per active participant$275
Median for plans this size$331

Harbor Supported Living Servic's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,118 · 0.83%
Similar plansHealth Care & Social Assistance · California
Covid Clinic, Inc. CA$388K · 1.54%
Mission Ambulance CA$342K · 1.40%
Arc Riverside CA$332K · 1.03%
Mend Health, Inc. CA$324K · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412047117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.