Plan Ledger DOL Form 5500 · updated monthly

Intercare Holdings, Inc.401(k)

INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN · ROCKLIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Intercare Holdings, Inc. reported $88,328 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $436 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 0.33% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,248th-largest of 9,483 plans among California employers on file, and 2,791st of 4,798 in finance & insurance. In 2024, employees put in $10.18 for every $1.00 the employer contributed; active participation has grown from 386 to 460 since 2022.

Plan summary
Net assets, end of year$23,496,853
Participants with balances562
Active participants460
Employer contributions$200,548
Employee contributions$2,040,648
Employer contribution per active participant$436
Average account balance$41,809
Benefits paid to participants$2,435,856
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 562 accts · $201K emplr
2023$20.6M · 572 accts · $162K emplr
2022$16.5M · 560 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,277
Investment management$7,051
Total administrative$88,328
The Intercare Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$436
Median for plans this size$2,416
2024$436 per active participant
2023$378 per active participant
2022$333 per active participant

Intercare Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$7,051
CAMBRIDGE INVESTMENT RESEARCH INCindirect comp

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

Administrative cost history3
2024$88,328 · 0.40%
2023$71,965 · 0.39%
2022$58,398 · 0.33%
Same employer
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Jtc USA Holdings Inc CA$24.3M · 0.39%
Varo Money, Inc. CA$23.7M · 0.40%
Open Bank CA$23.2M · 0.25%
Sunwest Bank CA$22.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470933322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.