Plan Ledger DOL Form 5500 · updated monthly

California Academy of Sciences403(b)

CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

California Academy of Sciences reported $125,904 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $2,166 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 0.11% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,050th-largest of 9,483 plans among California employers on file, and the 109th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 364 to 611 since 2022.

Plan summary
Net assets, end of year$94,748,400
Participants with balances762
Active participants611
Employer contributions$1,323,476
Employee contributions$2,611,336
Employer contribution per active participant$2,166
Average account balance$124,342
Benefits paid to participants$7,183,841
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$94.7M · 762 accts · $1.3M emplr
2023$86.7M · 776 accts · $1.3M emplr
2022$75.3M · 779 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,904
Total administrative$125,904
Employer contributions to the California Academy of Sciences plan · 2024
Employer contribution per active participant$2,166
Median for plans this size$3,635
2024$2,166 per active participant
2023$1,969 per active participant
2022$3,270 per active participant

California Academy of Sciences's 2024 employer contribution ran below the $3,635 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
NWK GROUP, INC. · Investment management$160,584
PRIMARK BENEFITS · Contract administrator$36,192
RSM US LLP · Accounting / audit$32,655

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$125,904 · 0.14%
2023$90,878 · 0.11%
2022$86,320 · 0.11%
Same employer
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Hornblower Group, Inc. CA$101.8M · 0.12%
Hawaiian Gardens Casino CA$79.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.