Plan Ledger DOL Form 5500 · updated monthly

Lifehouse, Inc.401(k)

LIFEHOUSE, INC. 401(K) PLAN & TRUST · SAN RAFAEL, CA · plan year 2023

Reported admin expense ratio · 2023
0.89%

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

Lifehouse, Inc. reported $75,233 in plan administrative expenses for 2023: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,168 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 1 year on file its reported administrative ratio rose from 0.75% to 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (5,644th of 9,483), and 1,715th of 3,341 in other services. In 2023, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,372,666
Participants with balances244
Active participants421
Employer contributions$491,784
Employee contributions$1,095,568
Employer contribution per active participant$1,168
Average account balance$38,413
Benefits paid to participants$1,051,549
Plan auditUnmodified (clean) audit opinion
AuditorLINDQUIST, VON HUSEN & JOYCE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $426K emplr
2023$9.4M · 244 accts · $492K emplr
2022$7.6M · 229 accts · $477K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$75,233
Total administrative$75,233
The Lifehouse, Inc. 401(k) match · 2023
Employer contribution per active participant$1,168
Median for plans this size$1,308
2023$1,168 per active participant
2022$1,054 per active participant

Lifehouse, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$6,568

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024Not separately reported
2023$75,233 · 0.89%
2022$55,932 · 0.75%
Same employer
Similar plansOther Services · California
Cotton on USA, Inc. CA$9.5M · 0.95%
Cbj Associates Inc CA$9.3M · 0.43%
One Degree CA$9.2M · 0.03%
Orangewood Foundation CA$8.7M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946050196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.