Plan Ledger DOL Form 5500 · updated monthly

Livingston Community Health403(b)

LIVINGSTON COMMUNITY HEALTH 403(B) PLAN · LIVINGSTON, CA · plan year 2024

Reported admin expense ratio · 2024
1.13%

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

Livingston Community Health reported $53,861 in plan administrative expenses for 2024: 1.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,124 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 0.97% to 1.13%. 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 (6,745th of 9,483), and 7,462nd of 11,911 in health care & social assistance. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,814,024
Participants with balances253
Active participants232
Employer contributions$260,794
Employee contributions$617,339
Employer contribution per active participant$1,124
Average account balance$22,980
Benefits paid to participants$415,137
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 253 accts · $261K emplr
2023$3.7M · 300 accts
2022$3.2M · 261 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,036
Investment management$22,825
Total administrative$53,861
Employer contributions to the Livingston Community Health plan · 2024
Employer contribution per active participant$1,124
Median for plans this size$1,313

Livingston Community Health's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,035
MULTNOMAH GROUP INC · Investment advisory (plan)$11,554
MULTNOMAH GROUP, INC. · Investment advisory (plan)$5,637

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$53,861 · 1.13%
2023$101,102 · 2.92%
2022$31,090 · 0.97%
Same employer
Similar plansHealth Care & Social Assistance · California
Opco Ca Skilled Mgmt Inc. CA$5.8M · 1.12%
Family Service Agency CA$5.8M · 0.05%
Para Los Ninos CA$5.8M · 0.50%
Mdh Network, Inc. CA$5.7M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941719656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.