Plan Ledger DOL Form 5500 · updated monthly

Center for Human Services401(k)

CENTER FOR HUMAN SERVICES 401K PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Center for Human Services reported $49,661 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,087 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 0.66%. 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 (6,109th of 9,483), and 6,579th of 11,911 in health care & social assistance. In 2024, employees put in $2.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,696,495
Participants with balances398
Active participants304
Employer contributions$330,514
Employee contributions$830,619
Employer contribution per active participant$1,087
Average account balance$19,338
Benefits paid to participants$1,737,149
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 398 accts · $331K emplr
2023$7.3M · 400 accts · $298K emplr
2022$6.2M · 379 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,414
Investment management$26,247
Total administrative$49,661
The Center for Human Services 401(k) match · 2024
Employer contribution per active participant$1,087
Median for plans this size$1,313
2024$1,087 per active participant
2023$1,002 per active participant
2022$869 per active participant

Center for Human Services's 2024 employer contribution ran below the $1,313 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$23,414
SIERRA OCEAN, LLC · Investment advisory (plan)$26,247
CHARLES SCHWAB · Custodial (securities)indirect 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
2024The Standard
2023The Standard

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

Administrative cost history3
2024$49,661 · 0.66%
2023$45,211 · 0.67%
2022$43,300 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · California
Tlcs, Inc. CA$7.8M · 0.15%
Town and Country Manor CA$7.8M · 0.03%
Rollinsnelson Grp, LLC CA$7.7M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941725620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.