Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Clubs of Greater Conejo Valley401(k)

BOYS & GIRLS CLUBS OF GREATER CONEJO VALLEY RETIREMENT PLAN · WESTLAKE VILLAGE, CA · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Boys & Girls Clubs of Greater Conejo Valley reported $1,995 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,534 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (8,427th of 9,483), and 2,918th of 3,341 in other services. In 2022, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,733,410
Participants with balances73
Active participants53
Employer contributions$81,311
Employee contributions$129,164
Employer contribution per active participant$1,534
Average account balance$23,745
Benefits paid to participants$106,925
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,995
Total administrative$1,995
The Boys & Girls Clubs of Greater Conejo Valley 401(k) match · 2022
Employer contribution per active participant$1,534
Median for plans this size$1,114

Boys & Girls Clubs of Greater Conejo Valley's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,995 · 0.11%
Similar plansOther Services · California
Valorus CA$1.8M
Crenshaw Christian Center CA$1.8M · 0.05%
Truventure LLC CA$1.8M · 1.09%
Smm Facilities, Inc. CA$1.7M · 0.78%
Anti Recidivism Coalition CA$1.7M · 0.29%
Epost Global LLC CA$1.7M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912151731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.