Plan Ledger DOL Form 5500 · updated monthly

Children's Home of Stockton401(k)

CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Children's Home of Stockton reported $26,444 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $2,771 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 0.57% to 0.80%. 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 (7,632nd of 9,483), and 8,941st of 11,911 in health care & social assistance. In 2024, the employer put in $1.35 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,437,502
Participants with balances204
Active participants56
Employer contributions$155,152
Employee contributions$114,610
Employer contribution per active participant$2,771
Average account balance$16,851
Benefits paid to participants$347,047
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ GIANNINI LANTSBERGER & ADA
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 204 accts · $155K emplr
2023$3.1M · 196 accts · $148K emplr
2022$3.2M · 194 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,568
Investment management$4,876
Total administrative$26,444
The Children's Home of Stockton 401(k) match · 2024
Employer contribution per active participant$2,771
Median for plans this size$1,313
2024$2,771 per active participant
2023$2,641 per active participant
2022$2,368 per active participant

Children's Home of Stockton's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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
FINDEC BENEFIT SERVICES, INC. · Contract administrator · Recordkeeping$21,569
FINDEC WEALTH SERVICES, INC. · Investment advisory (plan) · Investment management$4,876
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trusteeindirect 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
2024FINDEC BENEFIT SERVICES, INC.
2023FINDEC BENEFIT SERVICES, INC.

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

Administrative cost history3
2024$26,444 · 0.80%
2023$25,515 · 0.80%
2022$22,241 · 0.57%
Similar plansHealth Care & Social Assistance · California
Suneva Medical, Inc. CA$3.5M · 0.63%
North County Lifeline CA$3.5M · 0.05%
Tlc Child Family Services CA$3.4M · 0.06%
Mindstrong, Inc. CA$3.4M · 0.08%
Castro Valley Health Inc CA$3.4M · 1.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940382320 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.