Plan Ledger DOL Form 5500 · updated monthly

Vsc Hbo, LLC D/B/A Healthbridge401(k)

VSC HBO, LLC D/B/A HEALTHBRIDGE CHILDREN'S HOSPITAL 401(K) PLAN · ALISO VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Vsc Hbo, LLC D/B/A Healthbridge reported $16,168 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $12 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 3 years on file its reported administrative ratio has held roughly steady near 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,853rd of 9,483), and 9,270th of 11,911 in health care & social assistance. In 2024, employees put in $229.48 for every $1.00 the employer contributed; active participation has grown from 106 to 127 since 2022.

Plan summary
Net assets, end of year$2,991,585
Participants with balances135
Active participants127
Employer contributions$1,464
Employee contributions$335,953
Employer contribution per active participant$12
Average account balance$22,160
Benefits paid to participants$179,658
Plan auditUnmodified (clean) audit opinion
AuditorKEIFER BONFANTI
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 135 accts · $1K emplr
2023$2.6M · 127 accts · $24K emplr
2022$2.1M · 100 accts · $1K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,886
Investment management$13,282
Total administrative$16,168
The Vsc Hbo, LLC D/B/A Healthbridge 401(k) match · 2024
Employer contribution per active participant$12
Median for plans this size$1,313
2024$12 per active participant
2023$234 per active participant
2022$14 per active participant

Vsc Hbo, LLC D/B/A Healthbridge's 2024 employer contribution ran below the $1,313 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
MMA SECURITIES, LLC · Recordkeeping · Trustee$13,281
ADP, INC. · Loan processing · Recordkeeping$2,886

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, MMA SECURITIES, LLC
2023ADP, MMA SECURITIES, LLC

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

Administrative cost history3
2024$16,168 · 0.58%
2023$12,837 · 0.56%
2022$14,100 · 0.60%
Similar plansHealth Care & Social Assistance · California
Madison Creek Partners CA$3.0M · 2.16%
Beach Cities Orthopedic CA$2.9M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852382265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.