Plan Ledger DOL Form 5500 · updated monthly

Western Health Advantage401(k)

WESTERN HEALTH ADVANTAGE SAVINGS & RETIREMENT PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Western Health Advantage reported $7,031 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,596 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 0.020% to 0.018%. 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 2,044th-largest of 9,483 plans among California employers on file, and the 2,143rd of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,157,461
Participants with balances285
Active participants222
Employer contributions$798,308
Employee contributions$1,616,900
Employer contribution per active participant$3,596
Average account balance$147,921
Benefits paid to participants$1,217,892
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.2M · 285 accts · $798K emplr
2023$35.3M · 275 accts · $738K emplr
2022$29.7M · 270 accts · $700K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,031
Total administrative$7,031
The Western Health Advantage 401(k) match · 2024
Employer contribution per active participant$3,596
Median for plans this size$2,416
2024$3,596 per active participant
2023$3,399 per active participant
2022$3,350 per active participant

Western Health Advantage's 2024 employer contribution ran above the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$7,031

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$7,031 · 0.02%
2023$5,921 · 0.02%
2022$6,581 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Tbh Management, LLC CA$43.2M · 0.28%
Chinese Hospital CA$43.0M · 0.01%
Vista Community Clinic CA$41.9M · 0.19%
American Health Care CA$41.2M · 0.43%
Younger Mfg. Co. CA$41.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680393304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.