Plan Ledger DOL Form 5500 · updated monthly

California Institute of Integr401(k)

CALIFORNIA INSTITUTE OF INTEGRAL STUDIES RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

California Institute of Integr reported $66,401 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,315 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 fell from 0.59% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,115th-largest of 9,483 plans among California employers on file, and 6,204th of 11,654 in professional & technical services. In 2024, employees put in $3.22 for every $1.00 the employer contributed; active participation has grown from 264 to 303 since 2022.

Plan summary
Net assets, end of year$16,668,285
Participants with balances487
Active participants303
Employer contributions$398,432
Employee contributions$1,284,566
Employer contribution per active participant$1,315
Average account balance$34,226
Benefits paid to participants$2,544,847
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 487 accts · $398K emplr
2023$15.7M · 245 accts · $324K emplr
2022$15.2M · 352 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,814
Investment management$36,727
Trustee / custodial$860
Total administrative$66,401
The California Institute of Integr 401(k) match · 2024
Employer contribution per active participant$1,315
Median for plans this size$2,416
2024$1,315 per active participant
2023$1,016 per active participant
2022$1,050 per active participant

California Institute of Integr'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 · 20243
PAYCHEX, INC. · Recordkeeping$20,704
MIRACLE MILE ADVISORS LLC · Investment advisory (participants)$36,727
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$8,370

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$66,401 · 0.41%
2023$90,282 · 0.58%
2022$100,391 · 0.59%
Similar plansProfessional & Technical Services · California
Idealab CA$16.7M · 0.03%
Twining, Inc. CA$16.7M · 0.52%
Jade Global Inc. CA$16.7M · 0.02%
Celigo, Inc. CA$16.6M · 0.05%
Grindr LLC CA$16.5M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942254303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.