Plan Ledger DOL Form 5500 · updated monthly

Children's Bureau of Southern California401(k)

CHILDREN'S BUREAU 401(K) RETIREMENT INVESTMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Children's Bureau of Southern California reported $106,281 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,411 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 0.02% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,952nd-largest of 9,483 plans among California employers on file, and the 3,038th of 11,911 in health care & social assistance. In 2024, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,452,724
Participants with balances804
Active participants457
Employer contributions$1,101,737
Employee contributions$1,640,686
Employer contribution per active participant$2,411
Average account balance$32,901
Benefits paid to participants$2,944,067
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 804 accts · $1.1M emplr
2023$23.3M · 730 accts · $886K emplr
2022$19.7M · 718 accts · $954K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,891
Investment management$58,390
Total administrative$106,281
The Children's Bureau of Southern California 401(k) match · 2024
Employer contribution per active participant$2,411
Median for plans this size$2,416
2024$2,411 per active participant
2023$2,176 per active participant
2022$2,281 per active participant

Children's Bureau of Southern California's 2024 employer contribution ran below 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$58,390
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,891

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$106,281 · 0.43%
2023$40,987 · 0.19%
2022$2,788 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Orohealth Corporation CA$26.5M · 1.04%
Samgi CA$26.3M · 0.33%
Wellspace Health CA$26.3M · 0.41%
Arch Health Partners CA$26.3M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951690975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.