Plan Ledger DOL Form 5500 · updated monthly

Stanford Health Care Tri-ValleyProfit-sharing plan

STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN · LIVERMORE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Stanford Health Care Tri-Valley reported $96,796 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,722 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 fell from 0.09% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 697th-largest of 9,483 plans among California employers on file, and the 791st of 11,911 in health care & social assistance. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has grown from 1,498 to 1,754 since 2022.

Plan summary
Net assets, end of year$149,972,448
Participants with balances1,889
Active participants1,754
Employer contributions$8,282,222
Employee contributions$16,229,108
Employer contribution per active participant$4,722
Average account balance$79,393
Benefits paid to participants$8,087,788
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$150.0M · 1,889 accts · $8.3M emplr
2023$116.4M · 1,770 accts · $7.1M emplr
2022$83.6M · 1,535 accts · $6.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,796
Total administrative$96,796
Employer contributions to the Stanford Health Care Tri-Valley plan · 2024
Employer contribution per active participant$4,722
Median for plans this size$3,635
2024$4,722 per active participant
2023$4,212 per active participant
2022$4,041 per active participant

Stanford Health Care Tri-Valley's 2024 employer contribution ran above the $3,635 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 · 20241
FID INV INST OPS CO · Recordkeeping · Loan processing$97,196

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$96,796 · 0.07%
2023$86,328 · 0.09%
2022$80,021 · 0.09%
All plans at this employer2
STANFORD HEALTH CARE TRI-VALLEY DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
STANFORD HEALTH CARE TRI-VALLEY 403(B) PLANProfit-sharing plan
Same employer
Similar plansHealth Care & Social Assistance · California
Humangood Norcal CA$157.8M · 0.14%
Grail, LLC CA$150.6M · 0.11%
Telecare Corporation CA$142.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941429628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.