Plan Ledger DOL Form 5500 · updated monthly

California School Employees Association401(k)

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

California School Employees Association reported $80,418 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $712 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 0.04% to 0.20%. 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 2,048th-largest of 9,483 plans among California employers on file, and the 519th of 3,341 in other services. In 2024, employees put in $6.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,125,747
Participants with balances275
Active participants276
Employer contributions$196,576
Employee contributions$1,237,867
Employer contribution per active participant$712
Average account balance$153,185
Benefits paid to participants$1,972,846
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPA
Plan history3
Yearassets · accounts · employer contribution
2024$42.1M · 275 accts · $197K emplr
2023$37.0M · 264 accts · $177K emplr
2022$31.9M · 257 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,246
Investment management$26,750
Trustee / custodial$11,422
Total administrative$80,418
The California School Employees Association 401(k) match · 2024
Employer contribution per active participant$712
Median for plans this size$2,416
2024$712 per active participant
2023$658 per active participant
2022$739 per active participant

California School Employees Association's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
MILLIMAN, INC. · Recordkeeping · Consulting$42,246
NWK GROUP INC · Pension consulting · Investment advisory (plan)$26,750
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$11,422

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$80,418 · 0.20%
2023$60,974 · 0.18%
2022$13,922 · 0.04%
Same employer
Similar plansOther Services · California
Planet Labs, Inc. CA$45.5M · 0.03%
The James Irvine Foundation CA$40.3M · 0.21%
Backblaze, Inc. CA$39.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941301733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.