Plan Ledger DOL Form 5500 · updated monthly

Mission Healthcare Services, LLC401(k)

MISSION HEALTHCARE SERVICES, LLC 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Mission Healthcare Services, LLC reported $125,597 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $16 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 3 years on file its reported administrative ratio has held roughly steady near 0.510%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,910th-largest of 9,483 plans among California employers on file, and the 3,008th of 11,911 in health care & social assistance. In 2024, employees put in $245.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,907,661
Participants with balances1,507
Active participants1,263
Employer contributions$20,098
Employee contributions$4,934,698
Employer contribution per active participant$16
Average account balance$17,855
Benefits paid to participants$3,588,521
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 1,507 accts · $20K emplr
2023$22.3M · 1,408 accts · $4K emplr
2022$17.0M · 1,383 accts · $161 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,122
Investment management$30,000
Audit (IQPA)$6,475
Total administrative$125,597
The Mission Healthcare Services, LLC 401(k) match · 2024
Employer contribution per active participant$16
Median for plans this size$2,416
2024$16 per active participant
2023$4 per active participant
2022$0 per active participant

Mission Healthcare Services, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$89,122
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$30,000
BAKER TILLY US, LLP · Accounting / audit$6,475

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$125,597 · 0.51%
2023$102,037 · 0.52%
2022$64,564 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · California
Boys Republic CA$27.6M · 0.01%
Child Action, Inc. CA$26.9M · 0.07%
Orohealth Corporation CA$26.5M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462377559 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.