Plan Ledger DOL Form 5500 · updated monthly

Lindora Wellness Incorporated401(k)

LINDORA WELLNESS, INC. 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

Lindora Wellness Incorporated reported $41,732 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $237 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 0.87% to 0.82%. 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 (6,902nd of 9,483), and 7,741st of 11,911 in health care & social assistance. In 2024, employees put in $3.95 for every $1.00 the employer contributed; active participation has grown from 187 to 269 since 2022.

Plan summary
Net assets, end of year$5,305,824
Participants with balances163
Active participants269
Employer contributions$63,644
Employee contributions$251,626
Employer contribution per active participant$237
Average account balance$32,551
Benefits paid to participants$438,948
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 163 accts · $64K emplr
2023$4.9M · 150 accts · $66K emplr
2022$4.7M · 166 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,063
Investment management$24,669
Total administrative$41,732
The Lindora Wellness Incorporated 401(k) match · 2024
Employer contribution per active participant$237
Median for plans this size$1,313
2024$237 per active participant
2023$407 per active participant
2022$432 per active participant

Lindora Wellness Incorporated'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 · 20242
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$24,669
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,063

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$41,732 · 0.82%
2023$40,291 · 0.84%
2022$46,935 · 0.87%
Same employer
Similar plansHealth Care & Social Assistance · California
Jamboor Medical Corp CA$5.4M · 0.90%
Coastline Resources, Inc. CA$5.4M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 874134663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.