Plan Ledger DOL Form 5500 · updated monthly

Antelope Valley Domestic Violence Council401(k)

ANTELOPE VALLEY DOMESTIC VIOLENCE COUNCIL RETIREMENT PLAN · LANCASTER, CA · plan year 2025

Reported admin expense ratio · 2025
0.81%

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

Antelope Valley Domestic Violence Council reported $8,550 in plan administrative expenses for 2025: 0.81% of average plan assets, above the peer median. Employer contributions averaged $234 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 1.58% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,792nd of 9,483), and 10,833rd of 11,911 in health care & social assistance. In 2025, employees put in $1.46 for every $1.00 the employer contributed; active participation has shrunk from 127 to 105 since 2023.

Plan summary
Net assets, end of year$1,076,175
Participants with balances154
Active participants105
Employer contributions$24,573
Employee contributions$35,981
Employer contribution per active participant$234
Average account balance$6,988
Benefits paid to participants$65,493
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$1.1M · 154 accts · $25K emplr
2024$1.0M · 131 accts · $109K emplr
2023$865K · 138 accts · $59K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,550
Total administrative$8,550
The Antelope Valley Domestic Violence Council 401(k) match · 2025
Employer contribution per active participant$234
Median for plans this size$1,464
2025$234 per active participant
2024$1,072 per active participant
2023$464 per active participant

Antelope Valley Domestic Violence Council's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
RAYMOND JAMES FINANCIAL · Investment advisory (plan)$3,389
TROUG-RYDING COMPANY · Contract administrator$750

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

Administrative cost history3
2025$8,550 · 0.81%
2024$15,336 · 1.62%
2023$12,907 · 1.58%
Same employer
Similar plansHealth Care & Social Assistance · California
Quality Group Homes Inc CA$1.1M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953582588 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.