Plan Ledger DOL Form 5500 · updated monthly

Central California Legal Services, Inc.403(b)

RETIREMENT PLAN FOR THE EMPLOYEES OF CENTRAL CALIFORNIA LEGAL SERVICES, INC. · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Central California Legal Services, Inc. reported $14,928 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,281 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 0.00% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,016th of 9,483), and 8,688th of 11,654 in professional & technical services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,997,742
Participants with balances154
Active participants99
Employer contributions$225,849
Employee contributions$219,315
Employer contribution per active participant$2,281
Average account balance$51,933
Benefits paid to participants$1,037,008
Plan auditUnmodified (clean) audit opinion
AuditorWINDES
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 154 accts · $226K emplr
2023$7.7M · 156 accts · $194K emplr
2022$7.1M · 156 accts · $161K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,928
Total administrative$14,928
Employer contributions to the Central California Legal Services, Inc. plan · 2024
Employer contribution per active participant$2,281
Median for plans this size$1,313
2024$2,281 per active participant
2023$2,043 per active participant
2022$1,562 per active participant

Central California Legal Services, Inc.'s 2024 employer contribution ran above 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
NATIONWIDE · Recordkeeping · Custodial (securities)$14,659
LINCOLN NATIONAL CORPORATION · Contract administrator · Recordkeeping$175
RAYMOND JAMES FINANCIAL SERVICE ADVindirect 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
2024Lincoln Financial, Nationwide
2023Lincoln Financial, Nationwide

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

Administrative cost history3
2024$14,928 · 0.19%
2023$225 · 0.00%
2022$246 · 0.00%
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Medialab.Ai, Inc CA$8.0M · 0.13%
Asm Affiliates, Inc CA$8.0M · 0.74%
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Source: U.S. Department of Labor, Form 5500 series, EIN 941631809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.