Plan Ledger DOL Form 5500 · updated monthly

Little Otter401(k)

LITTLE OTTER HEALTH 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Little Otter reported $196 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% 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.

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 (8,728th of 9,483), and 10,755th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,168,397
Participants with balances152
Active participants162
Employer contributions—
Employee contributions$154,775
Employer contribution per active participant—
Average account balance$7,687
Benefits paid to participants$62,829
Plan auditUnmodified (clean) audit opinion
AuditorMJCO LLC
Administrative expenses, itemized · 2024
Investment management$196
Total administrative$196
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.

Administrative cost history1
2024$196 · 0.02%
Similar plansHealth Care & Social Assistance · California
Unicare Inc CA$1.2M · 1.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384124814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.