Plan Ledger DOL Form 5500 · updated monthly

New Vista Health Services, LLC401(k)

NEW VISTA HEALTH SERVICES, LLC RETIREMENT SAVINGS PLAN · LA CRESCENTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.97%

New Vista Health Services, LLC reported $29,653 in plan administrative expenses for 2024: 0.97% of average plan assets, higher 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 $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 (7,726th of 9,483), and 9,076th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,248,007
Participants with balances115
Active participants227
Employer contributions—
Employee contributions$258,977
Employer contribution per active participant—
Average account balance$28,244
Benefits paid to participants$216,800
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Audit (IQPA)$29,653
Total administrative$29,653
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
ADP, INC. · Recordkeeping$13,067
SOVRAN ADVISORS, LLC · Recordkeeping · Trustee$10,233
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$29,653 · 0.97%
Similar plansHealth Care & Social Assistance · California
Center Point Inc. CA$3.3M · 1.02%
Activcare Living Inc. CA$3.2M · 2.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320397277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.