Plan Ledger DOL Form 5500 · updated monthly

Children's Law Center of California403(b)

CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN · MONTEREY PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Children's Law Center of California reported $188,130 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,619 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 fell from 0.36% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,313th-largest of 9,483 plans among California employers on file, and the 1,417th of 11,911 in health care & social assistance. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,535,404
Participants with balances719
Active participants566
Employer contributions$3,180,596
Employee contributions$4,431,054
Employer contribution per active participant$5,619
Average account balance$99,493
Benefits paid to participants$4,368,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.5M · 719 accts · $3.2M emplr
2023$59.3M · 735 accts · $3.0M emplr
2022$46.5M · 699 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$118,630
Investment management$55,000
Audit (IQPA)$14,500
Total administrative$188,130
Employer contributions to the Children's Law Center of California plan · 2024
Employer contribution per active participant$5,619
Median for plans this size$3,635
2024$5,619 per active participant
2023$5,156 per active participant
2022$5,074 per active participant

Children's Law Center of California's 2024 employer contribution ran above the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$118,240
NFP · Consulting$55,000
HOLTHOUSE, CARLIN & VAN TRIGT LLP · Accounting / audit$14,500
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$188,130 · 0.29%
2023$164,089 · 0.31%
2022$176,632 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · California
Pipeline Health System, LLC CA$75.7M · 0.68%
Sansum Clinic CA$67.1M · 0.21%
Sutter Bay Hospitals CA$67.1M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954252143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.