Plan Ledger DOL Form 5500 · updated monthly

California Chamber of Commerce401(k)

SAVINGS PLAN FOR EMPLOYEES OF CALIFORNIA CHAMBER OF COMMERCE · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

California Chamber of Commerce reported $81,767 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $11,461 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 4 years on file its reported administrative ratio has held roughly steady near 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,348th-largest of 9,483 plans among California employers on file, and the 613th of 3,341 in other services. In 2024, employees put in $1.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,571,322
Participants with balances148
Active participants93
Employer contributions$1,065,873
Employee contributions$1,072,032
Employer contribution per active participant$11,461
Average account balance$240,347
Benefits paid to participants$5,557,706
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPAS
Plan history4
Yearassets · accounts · employer contribution
2025$33.0M · 151 accts · $1.0M emplr
2024$35.6M · 148 accts · $1.1M emplr
2023$34.4M · 151 accts · $1.1M emplr
2022$32.1M · 157 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,160
Investment management$52,389
Audit (IQPA)$3,218
Total administrative$81,767
The California Chamber of Commerce 401(k) match · 2024
Employer contribution per active participant$11,461
Median for plans this size$2,416
2025$10,830 per active participant
2024$11,461 per active participant
2023$10,815 per active participant
2022$9,930 per active participant

California Chamber of Commerce's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
JOHN HANCOCK · Recordkeeping · Loan processing$26,160
AMERITAS INVESTMENT CORP · Investment advisory (plan)$52,389

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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

Administrative cost history4
2025$74,247 · 0.22%
2024$81,767 · 0.23%
2023$72,172 · 0.22%
2022$76,629 · 0.21%
Similar plansOther Services · California
Team Public Choices, LLC CA$37.0M · 0.76%
Amerit Fleet Solutions CA$36.8M · 0.40%
Impact Tech Inc. CA$34.9M · 0.26%
Eden Housing, Inc. CA$34.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940361980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.