Plan Ledger DOL Form 5500 · updated monthly

Santa Cruz Health Services, Inc.401(k)

ALL ABOUT KIDS HOME HEALTH 401(K) PLAN · HARLINGEN, TX · plan year 2023

Reported admin expense ratio · 2023
1.74%

Santa Cruz Health Services, Inc. reported $34,347 in plan administrative expenses for 2023: 1.74% 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 2.12% to 1.99%. 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 Texas (4,922nd of 5,688), and 10,048th of 11,911 in health care & social assistance. active participation has shrunk from 148 to 100 since 2022.

Plan summary
Net assets, end of year$2,003,768
Participants with balances158
Active participants100
Employer contributions—
Employee contributions$166,876
Employer contribution per active participant—
Average account balance$12,682
Benefits paid to participants$295,179
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 143 accts
2023$2.0M · 158 accts
2022$1.9M · 162 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,350
Investment management$16,997
Total administrative$34,347
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 · 20233
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Pension consulting$17,995
ADP, INC. · Loan processing · Recordkeeping$17,349
PEGGY S. EDGE CPA LLC · Recordkeeping · Pension consulting$8,000

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, PEGGY S. EDGE CPA LLC, RESOURCES INVESTMENT ADVISORS, INC.

This plan has changed recordkeepers within these filings. If you left Santa Cruz Health Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,736 · 1.99%
2023$34,347 · 1.74%
2022$48,247 · 2.12%
Similar plansHealth Care & Social Assistance · Texas
Dimmit Regional Hospital TX$2.0M · 0.67%
Total MD, LLC TX$2.0M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742864969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.