Plan Ledger DOL Form 5500 · updated monthly

Monte Vista Grove Homes401(k)

MONTE VISTA GROVE 401(K) PLAN · PASADENA, CA · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Monte Vista Grove Homes reported $35,543 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,156 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,567th of 9,483), and 8,838th of 11,911 in health care & social assistance. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,596,134
Participants with balances85
Active participants87
Employer contributions$100,596
Employee contributions$213,493
Employer contribution per active participant$1,156
Average account balance$42,307
Benefits paid to participants$1,140,925
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,543
Total administrative$35,543
The Monte Vista Grove Homes 401(k) match · 2022
Employer contribution per active participant$1,156
Median for plans this size$1,114

Monte Vista Grove Homes's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$35,543 · 0.80%
Similar plansHealth Care & Social Assistance · California
Buckelew Programs, Inc. CA$3.7M · 0.22%
Palm Consulting CA$3.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951652915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.