Plan Ledger DOL Form 5500 · updated monthly

Healthy Living Network Resources401(k)

HEALTHY LIVING NETWORK RESOURCES 401(K) PLAN · SAN DIEGO, CA · plan year 2021

Reported admin expense ratio · 2021
0.54%

Healthy Living Network Resources reported $50,145 in plan administrative expenses for 2021: 0.54% of average plan assets, above the peer median. 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 fell from 1.03% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,279th of 9,483), and the 5,510th of 11,911 in health care & social assistance. active participation has shrunk from 1,048 to 555 since 2020.

Plan summary
Net assets, end of year$10,682,980
Participants with balances812
Active participants555
Employer contributions—
Employee contributions$2,423,287
Employer contribution per active participant—
Average account balance$13,156
Benefits paid to participants$1,693,255
Plan auditUnmodified (clean) audit opinion
AuditorSKIBBIE CPA INC.
Plan history3
Yearassets · accounts · employer contribution
2022$0
2021$10.7M · 812 accts
2020$8.0M · 859 accts · $8K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$17,709
Total administrative$50,145
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2022Not separately reported
2021$50,145 · 0.54%
2020$74,516 · 1.03%
Similar plansHealth Care & Social Assistance · California
Berg Senior Services, LLC CA$10.8M · 0.03%
Swords to Plowshares CA$10.7M · 0.28%
Momentum Agencies CA$10.7M · 0.29%
Elica Health Centers CA$10.7M · 0.52%
Bill Wilson Center CA$10.5M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832061342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.