Plan Ledger DOL Form 5500 · updated monthly

Stability Healthcare, Inc401(k)

STABILITY HEALTHCARE, INC. 401(K) PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Stability Healthcare, Inc reported $28,647 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $2,232 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.

Across the 2 years on file its reported administrative ratio rose from 0.60% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,188th of 9,483), and 1,504th of 2,534 in administrative & support services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 291 to 189 since 2022.

Plan summary
Net assets, end of year$4,491,849
Participants with balances157
Active participants189
Employer contributions$421,869
Employee contributions$842,633
Employer contribution per active participant$2,232
Average account balance$28,611
Benefits paid to participants$1,081,888
Plan auditUnmodified (clean) audit opinion
AuditorTHONG YU WONG & LEE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 157 accts · $422K emplr
2023$3.7M · 193 accts · $556K emplr
2022$2.2M · 141 accts · $442K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,851
Investment management$16,796
Total administrative$28,647
The Stability Healthcare, Inc 401(k) match · 2024
Employer contribution per active participant$2,232
Median for plans this size$1,313
2024$2,232 per active participant
2023$1,695 per active participant
2022$1,519 per active participant

Stability Healthcare, Inc's 2024 employer contribution ran above the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
RETIREMENT WELLNESS GROUP LLC · Recordkeeping · Trustee$16,795
RETIREMENT WELLNESS GROUP LLC · Recordkeeping · Trustee$16,795
ADP, INC. · Loan processing · Recordkeeping$11,851
ADP, INC. · Loan processing · Recordkeeping$11,851
ADP BROKER-DEALERindirect comp
ADP BROKER-DEALERindirect comp

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, RETIREMENT WELLNESS GROUP LLC
2023ADP, RETIREMENT WELLNESS GROUP LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,647 · 0.70%
2023$28,754 · 0.97%
2022$9,529 · 0.60%
Same employer
Similar plansAdministrative & Support Services · California
Circle Wood Services, Inc CA$4.6M · 0.36%
Transcosmos America, Inc. CA$4.5M · 0.49%
Resolvion, Gp CA$4.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264622348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.