Plan Ledger DOL Form 5500 · updated monthly

Integrated Care Communities, Inc401(k)

INTEGRATED CARE COMMUNITIES, INC 401(K) PROFIT SHARING PLAN · MORENO VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
1.57%

Integrated Care Communities, Inc reported $24,673 in plan administrative expenses for 2024: 1.57% of average plan assets, higher than ~90% of peers. 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 1.74% to 1.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,424th of 9,483), and 10,263rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,739,046
Participants with balances157
Active participants130
Employer contributions—
Employee contributions$300,304
Employer contribution per active participant—
Average account balance$11,077
Benefits paid to participants$108,541
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.7M · 157 accts
2023$1.4M · 137 accts
2022$1.1M · 145 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,720
Investment management$7,953
Total administrative$24,673
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$16,946
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$7,726
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, Morgan Stanley
2023ADP

This plan has changed recordkeepers within these filings. If you left Integrated Care Communities, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$24,673 · 1.57%
2023$21,952 · 1.74%
2022$19,184 · 1.74%
Similar plansHealth Care & Social Assistance · California
Hughson Samaritan Village CA$1.8M · 1.80%
Team Rms, LLC CA$1.8M · 0.93%
Mission Bay, Inc. CA$1.8M · 0.69%
Soledad Enrichment Action CA$1.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680540675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.