Plan Ledger DOL Form 5500 · updated monthly

Needed Respite Care401(k)

NEEDED RESPITE CARE-401K PLAN · ARCADIA, CA · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Needed Respite Care reported $193 in plan administrative expenses for 2022: 0.27% of average plan assets, lower than ~75% of peers. Employer contributions averaged $69 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (9,349th of 9,483), and 11,778th of 11,911 in health care & social assistance. In 2022, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$101,560
Participants with balances19
Active participants235
Employer contributions$16,254
Employee contributions$52,795
Employer contribution per active participant$69
Average account balance$5,345
Benefits paid to participants$1,922
Plan auditUnmodified (clean) audit opinion
AuditorE.G. SANCHEZ & ASSOCIATES
The Needed Respite Care 401(k) match · 2022
Employer contribution per active participant$69
Median for plans this size$331

Needed Respite Care's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$193 · 0.27%
Similar plansHealth Care & Social Assistance · California
In-Roads Management Inc CA$151K · 0.93%
Amdal in Home Care Inc CA$90K · 5.52%
Comfort Keepers Ca CA$87K · 0.13%
Ips Services, Inc. CA$80K · 4.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 901257431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.