Plan Ledger DOL Form 5500 · updated monthly

University Healthcare Alliance401(k)

UNIVERSITY HEALTHCARE ALLIANCE 401(K) PLAN · NEWARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

University Healthcare Alliance reported $81,438 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,714 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 0.12% to 0.08%. 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 967th-largest of 9,483 plans among California employers on file, and the 1,067th of 11,911 in health care & social assistance. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has shrunk from 1,205 to 892 since 2022.

Plan summary
Net assets, end of year$104,226,678
Participants with balances1,311
Active participants892
Employer contributions$5,096,744
Employee contributions$4,843,342
Employer contribution per active participant$5,714
Average account balance$79,502
Benefits paid to participants$7,785,141
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$104.2M · 1,311 accts · $5.1M emplr
2023$89.7M · 1,465 accts · $5.9M emplr
2022$73.2M · 1,556 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,438
Total administrative$81,438
The University Healthcare Alliance 401(k) match · 2024
Employer contribution per active participant$5,714
Median for plans this size$3,635
2024$5,714 per active participant
2023$5,474 per active participant
2022$4,295 per active participant

University Healthcare Alliance'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 · Loan processing$81,437

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$81,438 · 0.08%
2023$87,328 · 0.11%
2022$97,599 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · California
La Clinica de la Raza, Inc. CA$111.1M · 0.25%
Packard Medical Group, Inc. CA$102.6M · 0.03%
Cottage Health CA$102.0M · 0.26%
Asian Health Services CA$101.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943192446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.