Plan Ledger DOL Form 5500 · updated monthly

Humangood Norcal401(k)

HUMANGOOD 401(K) PLAN · DUARTE, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Humangood Norcal reported $209,058 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,043 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 2 years on file its reported administrative ratio fell from 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 675th-largest of 9,483 plans among California employers on file, and the 768th of 11,911 in health care & social assistance. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 4,619 to 5,450 since 2022.

Plan summary
Net assets, end of year$157,828,507
Participants with balances3,953
Active participants5,450
Employer contributions$5,686,544
Employee contributions$12,877,460
Employer contribution per active participant$1,043
Average account balance$39,926
Benefits paid to participants$13,168,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$157.8M · 3,953 accts · $5.7M emplr
2023$135.0M · 3,088 accts · $6.6M emplr
2022$103.8M · 3,152 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,586
Investment management$143,472
Total administrative$209,058
The Humangood Norcal 401(k) match · 2024
Employer contribution per active participant$1,043
Median for plans this size$3,635
2024$1,043 per active participant
2023$1,310 per active participant
2022$1,005 per active participant

Humangood Norcal's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$65,586
BURNHAM GIBSON WEALTH ADVISORS · Consulting · Insurance services$142,972
CHARLES SCHWAB & CO., INC. · Securities brokerage$500
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$209,058 · 0.14%
2023$218,476 · 0.18%
2022$192,154 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · California
Memorialcare Medical Group CA$163.5M · 0.14%
Marshall Medical Center CA$160.7M · 0.16%
Bass Medical Group, Inc. CA$160.0M · 0.17%
Aids Healthcare Foundation CA$158.6M · 0.13%
Grail, LLC CA$150.6M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941225374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.