Plan Ledger DOL Form 5500 · updated monthly

Pacific Healthcare Ventures, LLC401(k)

PACIFIC HEALTHCARE VENTURES, LLC 401(K) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.64%

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

Pacific Healthcare Ventures, LLC reported $4,465 in plan administrative expenses for 2022: 0.64% of average plan assets, below the peer median. Employer contributions averaged $1,858 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 (8,888th of 9,483), and 11,011th of 11,911 in health care & social assistance. In 2022, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$874,089
Participants with balances76
Active participants127
Employer contributions$235,935
Employee contributions$241,660
Employer contribution per active participant$1,858
Average account balance$11,501
Benefits paid to participants$57,025
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2022
Professional / advisory$4,465
Total administrative$4,465
The Pacific Healthcare Ventures, LLC 401(k) match · 2022
Employer contribution per active participant$1,858
Median for plans this size$331

Pacific Healthcare Ventures, LLC's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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$4,465 · 0.64%
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Source: U.S. Department of Labor, Form 5500 series, EIN 465609304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.