Plan Ledger DOL Form 5500 · updated monthly

Bill Wilson Center401(k)

BILL WILSON CENTER RETIREMENT PLAN III · SANTA CLARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Bill Wilson Center reported $65,429 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,791 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 0.37% to 0.63%. 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 among the smaller plans on file in California (5,315th of 9,483), and the 5,551st of 11,911 in health care & social assistance. In 2024, the employer put in $1.67 for every $1.00 employees contributed themselves; active participation has grown from 219 to 323 since 2022.

Plan summary
Net assets, end of year$10,527,369
Participants with balances394
Active participants323
Employer contributions$578,356
Employee contributions$345,527
Employer contribution per active participant$1,791
Average account balance$26,719
Benefits paid to participants$1,625,023
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 394 accts · $578K emplr
2023$10.1M · 377 accts · $314K emplr
2022$8.8M · 456 accts · $434K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,429
Total administrative$65,429
The Bill Wilson Center 401(k) match · 2024
Employer contribution per active participant$1,791
Median for plans this size$2,416
2024$1,791 per active participant
2023$1,008 per active participant
2022$1,983 per active participant

Bill Wilson Center's 2024 employer contribution ran below 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 · 20242
THE ROSE FINANCIAL GROUP LLC · Recordkeeping$8,460
LINCOLN NATIONAL CORPORATION · Contract administrator$56,968

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 ROSE FINANCIAL GROUP LLC
2023THE ROSE FINANCIAL GROUP LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,429 · 0.63%
2023$66,880 · 0.71%
2022$30,758 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · California
Momentum Agencies CA$10.7M · 0.29%
Elica Health Centers CA$10.7M · 0.52%
San Diego Youth Services CA$10.5M · 0.02%
Lincoln CA$10.4M · 0.00%
National Renal Care, LLC CA$10.4M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942221849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.