Plan Ledger DOL Form 5500 · updated monthly

Pacific Haven Subacute and Healthcare Center401(k)

PACIFIC HAVEN AND COMPANION 401(K) PLAN · GARDEN GROVE, CA · plan year 2024

Reported admin expense ratio · 2024
0.96%

Pacific Haven Subacute and Healthcare Center reported $104,034 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~90% 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 fell from 1.02% to 0.96%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,131st of 9,483), and the 5,352nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$11,312,923
Participants with balances365
Active participants251
Employer contributions—
Employee contributions$711,221
Employer contribution per active participant—
Average account balance$30,994
Benefits paid to participants$739,741
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 365 accts
2023$10.3M · 393 accts · $96K emplr
2022$9.2M · 407 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,034
Total administrative$104,034
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
JOHN HANCOCK USA · Recordkeeping · Investment management$668
PENSIONMARK RETIREMENT GROUP · Insurance broker · Investment advisory (participants)$21,523
PENSION BENEFITS UNLIMITED · Contract administrator · Pension consulting$15,237

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$104,034 · 0.96%
2023$97,303 · 1.00%
2022$109,513 · 1.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Brethren Hillcrest Homes CA$11.3M · 0.55%
Essential Access Health CA$11.3M · 0.02%
Asian American Drug Abuse CA$11.3M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330492281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.