Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities of Santa Clara County401(k)

CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Catholic Charities of Santa Clara County reported $136,949 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,736 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 fell from 0.45% to 0.38%. 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 the 2,197th-largest of 9,483 plans among California employers on file, and the 2,290th of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 535 to 612 since 2022.

Plan summary
Net assets, end of year$38,822,394
Participants with balances914
Active participants612
Employer contributions$1,062,582
Employee contributions$2,281,181
Employer contribution per active participant$1,736
Average account balance$42,475
Benefits paid to participants$2,046,780
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.8M · 914 accts · $1.1M emplr
2023$33.1M · 1,021 accts · $925K emplr
2022$27.7M · 843 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,425
Investment management$41,524
Total administrative$136,949
The Catholic Charities of Santa Clara County 401(k) match · 2024
Employer contribution per active participant$1,736
Median for plans this size$2,416
2024$1,736 per active participant
2023$1,632 per active participant
2022$1,880 per active participant

Catholic Charities of Santa Clara County'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$95,425
CBIZ · Investment advisory (plan)$41,524

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$136,949 · 0.38%
2023$234,579 · 0.77%
2022$131,223 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · California
Childrens Institute, Inc. CA$39.1M · 0.59%
Altais Health Solutions CA$38.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942762269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.