Plan Ledger DOL Form 5500 · updated monthly

Asian Americans for Community Involvement of Santa Clara County,403(b)

AACI 403(B) RETIREMENT PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Asian Americans for Community Involvement of Santa Clara County, reported $82,897 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,075 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 0.48% to 0.51%. 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 3,980th-largest of 9,483 plans among California employers on file, and the 4,052nd of 11,911 in health care & social assistance. In 2024, employees put in $4.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,497,971
Participants with balances205
Active participants255
Employer contributions$274,220
Employee contributions$1,251,154
Employer contribution per active participant$1,075
Average account balance$85,356
Benefits paid to participants$619,010
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 205 accts · $274K emplr
2023$14.9M · 197 accts · $292K emplr
2022$12.0M · 194 accts · $284K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,787
Audit (IQPA)$61,110
Total administrative$82,897
Employer contributions to the Asian Americans for Community Involvement of Santa Clara County, plan · 2024
Employer contribution per active participant$1,075
Median for plans this size$2,416
2024$1,075 per active participant
2023$1,192 per active participant
2022$1,158 per active participant

Asian Americans for Community Involvement of Santa Clara County,'s 2024 employer contribution ran below the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$21,787
MORGAN STANLEY SMITH BARNEY LLC · Accounting / audit$61,110

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$82,897 · 0.51%
2023$67,058 · 0.50%
2022$51,351 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · California
San Diego Blood Bank CA$17.8M · 0.08%
Caminar CA$17.6M · 0.47%
Abilityfirst CA$17.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942292491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.