Plan Ledger DOL Form 5500 · updated monthly

Autism Outreach Southern California, LLC401(k)

AUTISM OUTREACH SOUTHERN CALIFORNIA 401(K) PROFIT SHARING PLAN TRUST · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
1.70%

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

Autism Outreach Southern California, LLC reported $43,375 in plan administrative expenses for 2024: 1.70% 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 3 years on file its reported administrative ratio has held roughly steady near 1.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,938th of 9,483), and 9,392nd of 11,911 in health care & social assistance. In 2024, employees put in $5459.48 for every $1.00 the employer contributed; active participation has grown from 379 to 508 since 2022.

Plan summary
Net assets, end of year$2,824,576
Participants with balances141
Active participants508
Employer contributions$83
Employee contributions$453,137
Employer contribution per active participant$0
Average account balance$20,032
Benefits paid to participants$217,910
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO LLP.
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 141 accts · $83 emplr
2023$2.3M · 116 accts · $2K emplr
2022$1.7M · 124 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,116
Investment management$22,259
Total administrative$43,375
The Autism Outreach Southern California, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2024$0 per active participant
2023$5 per active participant
2022$614 per active participant

Autism Outreach Southern California, LLC'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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$22,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,116

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$43,375 · 1.70%
2023$52,568 · 2.63%
2022$25,495 · 1.76%
Same employer
Similar plansHealth Care & Social Assistance · California
Illumination Foundation CA$2.8M · 1.24%
Health Source Mso Inc CA$2.8M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462864532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.