Plan Ledger DOL Form 5500 · updated monthly

Starvista401(k)

STARVISTA 403B PLAN · SAN CARLOS, CA · plan year 2023

Reported admin expense ratio · 2023
0.02%

Starvista reported $480 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% 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 1 year on file its reported administrative ratio fell from 0.05% to 0.02%. 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 California (7,832nd of 9,483), and 9,239th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,027,165
Participants with balances99
Active participants176
Employer contributions—
Employee contributions$284,396
Employer contribution per active participant—
Average account balance$30,577
Benefits paid to participants$63,169
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON AND YAU ACCOUNTANCY CORPOR
Plan history2
Yearassets · accounts · employer contribution
2023$3.0M · 99 accts
2022$2.4M · 98 accts
Administrative expenses, itemized · 2023
Investment management$480
Total administrative$480
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.

Administrative cost history2
2023$480 · 0.02%
2022$1,075 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · California
Headlight Health, Inc CA$3.1M · 0.36%
Prototypes CA$3.0M
Shelter, Inc. CA$3.0M · 1.11%
Madison Creek Partners CA$3.0M · 2.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943094966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.