Plan Ledger DOL Form 5500 · updated monthly

Lake County Tribal Health Cons401(k)

LAKE COUNTY TRIBAL HEALTH CONS 401(K) PROFIT SHARING PLAN & TRUST · LAKEPORT, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Lake County Tribal Health Cons reported $31,778 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,522 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 0.48% to 0.35%. 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 (5,302nd of 9,483), and the 5,536th of 11,911 in health care & social assistance. In 2024, employees put in $4.00 for every $1.00 the employer contributed; active participation has grown from 249 to 320 since 2022.

Plan summary
Net assets, end of year$10,589,533
Participants with balances342
Active participants320
Employer contributions$486,938
Employee contributions$1,947,906
Employer contribution per active participant$1,522
Average account balance$30,964
Benefits paid to participants$801,325
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 342 accts · $487K emplr
2023$7.7M · 326 accts · $380K emplr
2022$5.2M · 250 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,918
Trustee / custodial$860
Total administrative$31,778
The Lake County Tribal Health Cons 401(k) match · 2024
Employer contribution per active participant$1,522
Median for plans this size$1,313
2024$1,522 per active participant
2023$1,332 per active participant
2022$1,208 per active participant

Lake County Tribal Health Cons's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
PAYCHEX, INC. · Recordkeeping$19,809

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
2023GLOBAL RETIREMENT PARTNERS, LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Lake County Tribal Health Cons 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$31,778 · 0.35%
2023$42,337 · 0.66%
2022$24,966 · 0.48%
All plans at this employer2
LAKE COUNTY TRIBAL HEALTH CONS 401(K) PROFIT SHARING PLAN & TRUST401(k)
LAKE COUNTY TRIBAL HEALTH CONS 401(K) PROFIT SHARING PLAN & TRUST401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 942847137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.