Plan Ledger DOL Form 5500 · updated monthly

Kings View401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF KINGS VIEW · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Kings View reported $20,105 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $817 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 0.01% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,872nd-largest of 9,483 plans among California employers on file, and the 3,939th of 11,911 in health care & social assistance. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has grown from 389 to 560 since 2022.

Plan summary
Net assets, end of year$18,213,550
Participants with balances628
Active participants560
Employer contributions$457,712
Employee contributions$1,508,722
Employer contribution per active participant$817
Average account balance$29,002
Benefits paid to participants$2,957,498
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 628 accts · $458K emplr
2023$17.3M · 643 accts · $407K emplr
2022$13.4M · 627 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,172
Investment management$4,933
Total administrative$20,105
The Kings View 401(k) match · 2024
Employer contribution per active participant$817
Median for plans this size$2,416
2024$817 per active participant
2023$914 per active participant
2022$760 per active participant

Kings View'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 · 20242
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$4,727
LINCOLN NATIONAL CORPORATION · Contract administrator$10,445

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$20,105 · 0.11%
2023$9,181 · 0.06%
2022$1,813 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · California
Agendia, Inc. CA$18.3M · 0.11%
Altura Centers for Health CA$18.1M · 0.65%
Aspiranet CA$18.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941412648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.