Plan Ledger DOL Form 5500 · updated monthly

California Community Foundation, Inc.403(b)

CALIFORNIA COMMUNITY FOUNDATION, INC. RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

California Community Foundation, Inc. reported $35,595 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $11,930 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 0.09% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,670th-largest of 9,483 plans among California employers on file, and the 454th of 2,096 in real estate & leasing. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves; active participation has grown from 75 to 95 since 2022.

Plan summary
Net assets, end of year$30,102,459
Participants with balances199
Active participants95
Employer contributions$1,133,378
Employee contributions$744,461
Employer contribution per active participant$11,930
Average account balance$151,269
Benefits paid to participants$2,345,164
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.1M · 199 accts · $1.1M emplr
2023$27.1M · 185 accts · $921K emplr
2022$23.5M · 196 accts · $809K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,595
Total administrative$35,595
Employer contributions to the California Community Foundation, Inc. plan · 2024
Employer contribution per active participant$11,930
Median for plans this size$2,416
2024$11,930 per active participant
2023$11,233 per active participant
2022$10,790 per active participant

California Community Foundation, Inc.'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 · 20241
TIAA · Recordkeeping$35,745

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$35,595 · 0.12%
2023$10,780 · 0.04%
2022$18,931 · 0.09%
Similar plansReal Estate & Leasing · California
Skywalker Holdings, LLC CA$32.8M · 0.01%
Gk Management Co., Inc. CA$31.6M · 0.41%
Ids Real Estate Group CA$31.2M · 0.21%
Saban Capital Group LLC CA$29.9M · 0.35%
Wedgewood, LLC CA$29.7M · 0.76%
Harvest Properties, Inc. CA$29.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953510055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.