Plan Ledger DOL Form 5500 · updated monthly

Unified Care Services LLC401(k)

HEALTHCARE EMPLOYEES RETIREMENT SAVINGS PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Unified Care Services LLC reported $44,881 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $127 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 0.39% to 0.36%. 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 among the smaller plans on file in California (4,822nd of 9,483), and the 4,975th of 11,911 in health care & social assistance. In 2024, employees put in $9.52 for every $1.00 the employer contributed; active participation has shrunk from 1,579 to 730 since 2022.

Plan summary
Net assets, end of year$12,732,617
Participants with balances239
Active participants730
Employer contributions$93,069
Employee contributions$886,251
Employer contribution per active participant$127
Average account balance$53,275
Benefits paid to participants$1,937,006
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 239 accts · $93K emplr
2023$12.4M · 252 accts · $125K emplr
2022$11.4M · 286 accts · $140K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,603
Investment management$6,278
Total administrative$44,881
The Unified Care Services LLC 401(k) match · 2024
Employer contribution per active participant$127
Median for plans this size$2,416
2024$127 per active participant
2023$180 per active participant
2022$88 per active participant

Unified Care Services LLC'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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$38,603
ENVESTNET RETIREMENT SOLUTIONS · Investment advisory (plan)$6,278

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

Administrative cost history3
2024$44,881 · 0.36%
2023$43,141 · 0.36%
2022$46,334 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · California
Community Solutions CA$13.0M · 0.17%
Casa de Las Campanas CA$12.7M · 0.02%
Integral Senior Living, LLC CA$12.6M · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954626030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.