Plan Ledger DOL Form 5500 · updated monthly

Life Services Alternatives Inc.403(b)

LSA 403B RETIREMENT PLAN · CAMPBELL, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Life Services Alternatives Inc. reported $2,110 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $536 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 0.02% to 0.03%. 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 (6,312th of 9,483), and 6,844th of 11,911 in health care & social assistance. In 2024, employees put in $4.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,064,188
Participants with balances201
Active participants268
Employer contributions$143,598
Employee contributions$585,943
Employer contribution per active participant$536
Average account balance$35,145
Benefits paid to participants$382,120
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 201 accts · $144K emplr
2023$5.9M · 206 accts · $139K emplr
2022$4.6M · 213 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,110
Total administrative$2,110
Employer contributions to the Life Services Alternatives Inc. plan · 2024
Employer contribution per active participant$536
Median for plans this size$1,313
2024$536 per active participant
2023$570 per active participant
2022$493 per active participant

Life Services Alternatives Inc.'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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$3,110

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$2,110 · 0.03%
2023$1,455 · 0.03%
2022$1,110 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Hope Services CA$7.1M · 0.38%
Cap Diagnostics LLC CA$7.0M · 0.44%
Amen Clinics, Inc. CA$7.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043642025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.