Plan Ledger DOL Form 5500 · updated monthly

Center for Social Dynamics Inc.401(k)

CENTER FOR SOCIAL DYNAMICS 401(K) PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Center for Social Dynamics Inc. reported $13,172 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. 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 1.37% to 0.32%. 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 (7,034th of 9,483), and 7,970th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,898,667
Participants with balances445
Active participants1,320
Employer contributions—
Employee contributions$1,169,650
Employer contribution per active participant—
Average account balance$11,008
Benefits paid to participants$368,048
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 445 accts
2023$3.4M · 352 accts
2022$2.1M · 334 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,215
Investment management$11,957
Total administrative$13,172
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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$1,215
ALLIANT RETIREMENT SERVICES. · Investment advisory (plan)$11,957

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$13,172 · 0.32%
2023$28,684 · 1.03%
2022$24,969 · 1.37%
Same employer
Similar plansHealth Care & Social Assistance · California
Families Forward CA$5.0M · 0.02%
Collabria Care CA$4.9M · 0.05%
Prohealth Home Care Inc CA$4.8M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371749452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.