Plan Ledger DOL Form 5500 · updated monthly

Links Healthcare Group LLC401(k)

LINKS HEALTHCARE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.80%

Links Healthcare Group LLC reported $143,511 in plan administrative expenses for 2024: 0.80% of average plan assets, higher than ~90% of peers. 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 fell from 1.00% to 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,886th-largest of 9,483 plans among California employers on file, and the 797th of 3,341 in other services.

Plan summary
Net assets, end of year$27,264,250
Participants with balances1,415
Active participants3,978
Employer contributions—
Employee contributions$14,736,223
Employer contribution per active participant—
Average account balance$19,268
Benefits paid to participants$2,639,935
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$27.3M · 1,415 accts
2023$8.6M · 741 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$143,511
Total administrative$143,511
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
THEPARTNERS WEALTH MANAGEMENT LLC · Recordkeeping · Pension consulting$13,362
ADP, INC. · Loan processing · Recordkeeping$1,941

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

Recordkeeper by year2
2024ADP, THEPARTNERS WEALTH MANAGEMENT LLC
2023ERISA FIDUCIARY SERVICES, INC., FINANCIAL SENSE ADVISORS, INC., Paychex, THE PARTNERS WEALTH MANAGEMENT, LLC

This plan has changed recordkeepers within these filings. If you left Links Healthcare Group LLC 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 history2
2024$143,511 · 0.80%
2023$59,395 · 1.00%
Same employer
Similar plansOther Services · California
Simco Electronics CA$26.8M · 0.51%
San Francisco Spca CA$26.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815173265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.