Plan Ledger DOL Form 5500 · updated monthly

Palm Consulting401(k)

HAVEN HEALTH 401(K) PLAN · SIGNAL HILL, CA · plan year 2022

Reported admin expense ratio · 2022
0.67%

Palm Consulting reported $26,802 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,527th of 9,483), and 8,776th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,682,517
Participants with balances88
Active participants146
Employer contributions—
Employee contributions$266,146
Employer contribution per active participant—
Average account balance$41,847
Benefits paid to participants$198,500
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,380
Professional / advisory$8,422
Total administrative$26,802
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$26,802 · 0.67%
Similar plansHealth Care & Social Assistance · California
Bayshire, LLC CA$3.7M · 1.22%
Buckelew Programs, Inc. CA$3.7M · 0.22%
Monte Vista Grove Homes CA$3.6M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274544408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.