Plan Ledger DOL Form 5500 · updated monthly

Intensive Behavior Interventio401(k)

INTENSIVE BEHAVIOR INTERVENTIO 401(K) PROFIT SHARING PLAN & TRUST · GARDENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Intensive Behavior Interventio reported $21,233 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $328 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 rose from 0.64% to 0.68%. 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 (7,635th of 9,483), and 8,944th of 11,911 in health care & social assistance. In 2024, employees put in $5.50 for every $1.00 the employer contributed; active participation has shrunk from 251 to 130 since 2022.

Plan summary
Net assets, end of year$3,435,786
Participants with balances232
Active participants130
Employer contributions$42,645
Employee contributions$234,540
Employer contribution per active participant$328
Average account balance$14,809
Benefits paid to participants$63,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 232 accts · $43K emplr
2023$2.8M · 240 accts · $43K emplr
2022$2.3M · 211 accts · $36K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,742
Investment management$12,631
Trustee / custodial$860
Total administrative$21,233
The Intensive Behavior Interventio 401(k) match · 2024
Employer contribution per active participant$328
Median for plans this size$1,313
2024$328 per active participant
2023$161 per active participant
2022$144 per active participant

Intensive Behavior Interventio's 2024 employer contribution ran below the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$8,002
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$12,029

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

Recordkeeper by year2
2024Paychex
2023LEVELIZED COMPENSATION ADVISOR, Paychex

This plan has changed recordkeepers within these filings. If you left Intensive Behavior Interventio 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$21,233 · 0.68%
2023$17,028 · 0.66%
2022$15,757 · 0.64%
Similar plansHealth Care & Social Assistance · California
Suneva Medical, Inc. CA$3.5M · 0.63%
North County Lifeline CA$3.5M · 0.05%
Tlc Child Family Services CA$3.4M · 0.06%
Mindstrong, Inc. CA$3.4M · 0.08%
Castro Valley Health Inc CA$3.4M · 1.36%
Telehealth Services USA CA$3.4M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760713886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.