Plan Ledger DOL Form 5500 · updated monthly

Asian Americans Advancing Justice Southern California403(b)

ASIAN AMERICANS ADVANCING JUSTICE - LOS ANGELES 403(B) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Asian Americans Advancing Justice Southern California reported $15,861 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,938 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,081st of 9,483), and 7,535th of 11,654 in professional & technical services. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has shrunk from 110 to 96 since 2022.

Plan summary
Net assets, end of year$11,524,227
Participants with balances160
Active participants96
Employer contributions$282,053
Employee contributions$741,388
Employer contribution per active participant$2,938
Average account balance$72,026
Benefits paid to participants$1,781,662
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 160 accts · $282K emplr
2023$10.6M · 163 accts · $162K emplr
2022$8.6M · 162 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,861
Total administrative$15,861
Employer contributions to the Asian Americans Advancing Justice Southern California plan · 2024
Employer contribution per active participant$2,938
Median for plans this size$2,416
2024$2,938 per active participant
2023$1,341 per active participant
2022$1,369 per active participant

Asian Americans Advancing Justice Southern California'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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$7,192
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator · Other services$1,150
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

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$15,861 · 0.14%
2023Not separately reported
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · California
Upside Foods, Inc. CA$11.6M · 0.11%
Ruhnau Clarke Architects CA$11.6M · 0.27%
Maze Therapeutics Inc CA$11.6M · 0.01%
Agiloft, Inc. CA$11.5M · 0.17%
D&K Engineering, Inc. CA$11.5M · 0.68%
Consumertrack, Inc. CA$11.5M · 0.20%
Heliogen, Inc. CA$11.4M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953854152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.