Plan Ledger DOL Form 5500 · updated monthly

Casa Pacifica401(k)

CASA PACIFICA 401(K) RETIREMENT SAVINGS PLAN · HEMET, CA · plan year 2024

Reported admin expense ratio · 2024
1.11%

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

Casa Pacifica reported $46,164 in plan administrative expenses for 2024: 1.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.98% to 1.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,297th of 9,483), and 8,383rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,242,657
Participants with balances415
Active participants407
Employer contributions$0
Employee contributions$682,107
Employer contribution per active participant$0
Average account balance$10,223
Benefits paid to participants$853,190
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 415 accts
2023$4.1M · 399 accts
2022$3.6M · 375 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,665
Investment management$3,499
Total administrative$46,164
The Casa Pacifica 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Casa Pacifica's 2024 employer contribution ran below the $1,313 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
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,644
EMPOWER ADVISORY GROUP, LLC · Investment management$3,498

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$46,164 · 1.11%
2023$40,411 · 1.05%
2022$37,522 · 0.98%
Same employer
Similar plansHealth Care & Social Assistance · California
Bonita House, Inc. CA$4.3M · 0.03%
T. E. R. I., Inc. CA$4.3M · 0.11%
Rescue Mission Alliance CA$4.2M · 0.61%
Inland Christian Home CA$4.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330161177 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.