Plan Ledger DOL Form 5500 · updated monthly

Child Development Resources of Ventura County, Inc.Profit-sharing plan

CHILD DEVELOPMENT RESOURCES OF VENTURA COUNTY, INC. PROFIT SHARING PLAN · OXNARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Child Development Resources of Ventura County, Inc. reported $34,120 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,236 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 0.26% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (4,800th of 9,483), and the 1,417th of 3,341 in other services. active participation has grown from 332 to 369 since 2022.

Plan summary
Net assets, end of year$12,864,483
Participants with balances443
Active participants369
Employer contributions$1,194,085
Employee contributions—
Employer contribution per active participant$3,236
Average account balance$29,039
Benefits paid to participants$218,663
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 443 accts · $1.2M emplr
2023$11.3M · 424 accts · $1.7M emplr
2022$9.6M · 394 accts · $894K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,120
Total administrative$34,120
Employer contributions to the Child Development Resources of Ventura County, Inc. plan · 2024
Employer contribution per active participant$3,236
Median for plans this size$2,416
2024$3,236 per active participant
2023$4,861 per active participant
2022$2,691 per active participant

Child Development Resources of Ventura County, Inc.'s 2024 employer contribution ran above 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 · 20241
INTEGRITY WEALTH ADVISORS LLC · Investment advisory (plan)$33,070

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$34,120 · 0.28%
2023$25,794 · 0.25%
2022$26,748 · 0.26%
Same employer
Similar plansOther Services · California
Ernie Ball, Inc. CA$13.1M · 0.95%
M.C. LLC CA$12.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953543275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.