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 2023

Reported admin expense ratio · 2023
1.15%

New Vista Health Services, LLC reported $32,834 in plan administrative expenses for 2023: 1.15% 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.

Across the 2 years on file its reported administrative ratio has held roughly steady near 1.154%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,921st of 9,483), and 9,363rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,854,466
Participants with balances141
Active participants315
Employer contributions—
Employee contributions$193,714
Employer contribution per active participant—
Average account balance$20,244
Benefits paid to participants$570,620
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.9M · 141 accts
2022$2.8M · 131 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,284
Investment management$15,550
Total administrative$32,834
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$17,284
MML INVESTORS SERVICES, LLC · Investment advisory (plan)$15,550

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

Administrative cost history2
2023$32,834 · 1.15%
2022$36,298 · 1.15%
Same employer
Similar plansHealth Care & Social Assistance · California
Illumination Foundation CA$2.8M · 1.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 461622036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.