Plan Ledger DOL Form 5500 · updated monthly

Casa Colina, Inc.403(b)

CASA COLINA, INC. 403(B) RETIREMENT PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Casa Colina, Inc. reported $144,493 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $517 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,652nd-largest of 9,483 plans among California employers on file, and the 1,737th of 11,911 in health care & social assistance. In 2024, employees put in $8.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,594,566
Participants with balances1,188
Active participants1,112
Employer contributions$574,938
Employee contributions$4,839,201
Employer contribution per active participant$517
Average account balance$45,955
Benefits paid to participants$5,091,813
Plan auditUnmodified (clean) audit opinion
AuditorSWENSON CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$54.6M · 1,188 accts · $575K emplr
2023$47.9M · 1,128 accts · $607K emplr
2022$39.7M · 1,059 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,255
Investment management$46,038
Audit (IQPA)$8,200
Total administrative$144,493
Employer contributions to the Casa Colina, Inc. plan · 2024
Employer contribution per active participant$517
Median for plans this size$3,635
2024$517 per active participant
2023$567 per active participant
2022$470 per active participant

Casa Colina, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$90,255
SAGEVIEW ADVISORY GROUP, LLC · Consulting · Investment advisory (plan)$46,038
SWENSON CORPORATION · Accounting / audit$8,200
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$144,493 · 0.28%
2023$126,274 · 0.29%
2022$125,521 · 0.29%
All plans at this employer2
CASA COLINA, INC. RETIREMENT PLANProfit-sharing plan
CASA COLINA, INC. 403(B) RETIREMENT PLAN403(b)
Same employer
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Family Healthcare Network CA$55.6M · 0.61%
Centre for Neuro Skills CA$55.4M · 0.49%
Caredx, Inc. CA$54.1M · 0.07%
Annadel Medical Group, Inc. CA$53.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953655256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.