Plan Ledger DOL Form 5500 · updated monthly

California Nurses Association401(k)

CALIFORNIA NURSES ASSOCIATION 401K RETIREMENT PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

California Nurses Association reported $95,361 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. 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 0.02% to 0.34%. 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 2,652nd-largest of 9,483 plans among California employers on file, and the 715th of 3,341 in other services. active participation has grown from 206 to 400 since 2022.

Plan summary
Net assets, end of year$30,276,162
Participants with balances253
Active participants400
Employer contributions—
Employee contributions$2,395,569
Employer contribution per active participant—
Average account balance$119,669
Benefits paid to participants$1,365,577
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 253 accts
2023$25.2M · 239 accts
2022$19.8M · 225 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,161
Total administrative$95,361
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
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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$95,361 · 0.34%
2023$72,282 · 0.32%
2022$5,150 · 0.02%
Same employer
Similar plansOther Services · California
S. R. Bray LLC CA$31.8M · 0.30%
Community Partners CA$31.2M · 0.05%
The Skoll Foundation CA$30.2M · 0.12%
Green Hills Memorial Park CA$30.0M · 0.71%
Cypress Lawn Cemetery Assoc CA$28.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940362060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.