Plan Ledger DOL Form 5500 · updated monthly

Amvets Department of California Service Foundation401(k)

AMVETS DEPARTMENT OF CALIFORNIA SERVICE FOUNDATION 401(K) PLAN · GARDEN GROVE, CA · plan year 2024

Reported admin expense ratio · 2024
1.62%

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

Amvets Department of California Service Foundation reported $21,286 in plan administrative expenses for 2024: 1.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 rose from 1.48% to 1.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,577th of 9,483), and 4,830th of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,428,334
Participants with balances126
Active participants151
Employer contributions$0
Employee contributions$198,713
Employer contribution per active participant$0
Average account balance$11,336
Benefits paid to participants$95,766
Plan auditUnmodified (clean) audit opinion
AuditorHASKELL & WHITE, LP
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 126 accts
2023$1.2M · 121 accts
2022$935K · 106 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,295
Investment management$9,991
Total administrative$21,286
The Amvets Department of California Service Foundation 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Amvets Department of California Service Foundation'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 · 20243
ACCELERATE INVESTMENT ADVISORS LLC · Investment advisory (plan)$5,941
EMPOWER ADVISORY GROUP, LLC · Investment management$4,050

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$21,286 · 1.62%
2023$15,734 · 1.48%
2022$13,959 · 1.48%
Same employer
Similar plansRetail Trade · California
Hello Auto, LLC CA$1.5M · 1.10%
Boosted Ecommerce Inc. CA$1.5M · 0.62%
Avalon Shutters, Inc. CA$1.4M · 1.26%
Showroom Inc CA$1.4M · 0.85%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 956056761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.