Plan Ledger DOL Form 5500 · updated monthly

Intercommunity Health Associates, Inc.401(k)

INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN · WHITTIER, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Intercommunity Health Associates, Inc. reported $144,689 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $12,799 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 0.25% to 0.12%. 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 859th-largest of 9,483 plans among California employers on file, and the 925th of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has grown from 211 to 328 since 2022.

Plan summary
Net assets, end of year$121,682,061
Participants with balances448
Active participants328
Employer contributions$4,198,044
Employee contributions$6,423,634
Employer contribution per active participant$12,799
Average account balance$271,612
Benefits paid to participants$13,554,826
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$121.7M · 448 accts · $4.2M emplr
2023$110.8M · 456 accts · $4.1M emplr
2022$68.0M · 286 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Investment management$144,689
Total administrative$144,689
The Intercommunity Health Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$12,799
Median for plans this size$3,635
2024$12,799 per active participant
2023$12,646 per active participant
2022$12,656 per active participant

Intercommunity Health Associates, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
SHUSTER ADVISORY GROUP LLC · Investment advisory (plan)$143,386
EMPOWER ADVISORY GROUP, LLC · Investment management$1,303

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$144,689 · 0.12%
2023$144,575 · 0.16%
2022$186,164 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · California
Fibrogen, Inc. CA$124.9M · 0.07%
Invitae CA$122.3M · 0.22%
On Lok Inc. CA$119.0M · 0.19%
Optimum Employer Solutions CA$118.2M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680663909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.