Plan Ledger DOL Form 5500 · updated monthly

Tarzana Treatment Centers, Inc.401(k)

TARZANA TREATMENT CENTERS, INC. TAX DEFERRED SAVINGS PLAN · TARZANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Tarzana Treatment Centers, Inc. reported $103,079 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $909 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 0.52% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,177th-largest of 9,483 plans among California employers on file, and the 3,231st of 11,911 in health care & social assistance. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has grown from 875 to 1,095 since 2022.

Plan summary
Net assets, end of year$24,231,417
Participants with balances739
Active participants1,095
Employer contributions$995,200
Employee contributions$2,947,738
Employer contribution per active participant$909
Average account balance$32,789
Benefits paid to participants$2,646,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 739 accts · $995K emplr
2023$20.4M · 660 accts · $791K emplr
2022$16.0M · 574 accts · $567K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,708
Investment management$83,371
Total administrative$103,079
The Tarzana Treatment Centers, Inc. 401(k) match · 2024
Employer contribution per active participant$909
Median for plans this size$2,416
2024$909 per active participant
2023$778 per active participant
2022$648 per active participant

Tarzana Treatment Centers, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
MORTON CAPITAL MANAGEMENT · Recordkeeping · Trustee$76,641
ADP, INC. · Recordkeeping · Investment advisory (participants)$26,437
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, MORTON CAPITAL MANAGEMENT
2023ADP, MORTON CAPITAL MANAGEMENT

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Administrative cost history3
2024$103,079 · 0.46%
2023$75,439 · 0.41%
2022$88,861 · 0.52%
Similar plansHealth Care & Social Assistance · California
Techsoup Global CA$24.4M · 0.01%
Ampla Health CA$24.3M · 0.51%
Bay Area Community Health CA$24.1M · 0.14%
Native American Health CA$24.1M · 0.30%
Healthright 360 CA$24.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942219349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.