Plan Ledger DOL Form 5500 · updated monthly

Casa de Las Campanas401(k)

403(B) THRIFT PLAN OF CASA DE LAS CAMPANAS · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Casa de Las Campanas reported $2,873 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,353 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 0.018% to 0.024%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (4,832nd of 9,483), and the 4,986th of 11,911 in health care & social assistance. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has shrunk from 184 to 154 since 2022.

Plan summary
Net assets, end of year$12,680,092
Participants with balances272
Active participants154
Employer contributions$208,392
Employee contributions$681,678
Employer contribution per active participant$1,353
Average account balance$46,618
Benefits paid to participants$1,075,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 272 accts · $208K emplr
2023$11.6M · 383 accts · $240K emplr
2022$11.2M · 403 accts · $248K emplr
The Casa de Las Campanas 401(k) match · 2024
Employer contribution per active participant$1,353
Median for plans this size$2,416
2024$1,353 per active participant
2023$1,483 per active participant
2022$1,348 per active participant

Casa de Las Campanas'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,157

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,873 · 0.02%
2023$1,390 · 0.01%
2022$2,114 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Unified Care Services LLC CA$12.7M · 0.36%
Integral Senior Living, LLC CA$12.6M · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330371280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.