Plan Ledger DOL Form 5500 · updated monthly

Child & Family Center401(k)

CHILD & FAMILY CENTER 401(K) RETIREMENT PLAN · SANTA CLARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Child & Family Center reported $36,742 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. Employer contributions averaged $1,489 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 0.59% to 0.63%. 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 (6,615th of 9,483), and 7,279th of 11,911 in health care & social assistance. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,146,338
Participants with balances171
Active participants127
Employer contributions$189,086
Employee contributions$609,831
Employer contribution per active participant$1,489
Average account balance$35,943
Benefits paid to participants$823,653
Plan auditUnmodified (clean) audit opinion
AuditorSMITH + HOWARD
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 171 accts · $189K emplr
2023$5.5M · 182 accts · $162K emplr
2022$4.7M · 172 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,175
Investment management$18,567
Total administrative$36,742
The Child & Family Center 401(k) match · 2024
Employer contribution per active participant$1,489
Median for plans this size$1,313
2024$1,489 per active participant
2023$1,140 per active participant
2022$1,124 per active participant

Child & Family Center'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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,294

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$36,742 · 0.63%
2023$29,765 · 0.58%
2022$25,251 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · California
1736 Family Crisis Center CA$6.2M · 0.02%
Home of Guiding Hands CA$6.2M · 0.05%
Hollenbeck Palms CA$6.2M · 0.05%
Jsi Acquisition, Inc. CA$6.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953941342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.