Plan Ledger DOL Form 5500 · updated monthly

Momentum Behavior Services401(k)

MOMENTUM BEHAVIOR SERVICES 401(K) PLAN · PETALUMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Momentum Behavior Services reported $189 in plan administrative expenses for 2024: 0.03% 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,018th of 9,483), and 11,256th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$616,067
Participants with balances117
Active participants87
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$5,266
Benefits paid to participants$4,227
Administrative expenses, itemized · 2024
Investment management$189
Total administrative$189
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$189 · 0.03%
Similar plansHealth Care & Social Assistance · California
La Mirada Healthcare, LLC CA$630K · 1.87%
Angel View, Inc. CA$622K · 0.29%
Robsag, Inc. CA$612K · 1.31%
United Families, Inc. CA$597K · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 824893124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.