Plan Ledger DOL Form 5500 · updated monthly

Civicactions, Inc.401(k)

CIVICACTIONS, INC. 401(K) PLAN · LAFAYETTE, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Civicactions, Inc. reported $6,649 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,196 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 0.17% to 0.06%. 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 (4,913th of 9,483), and the 1,463rd of 3,341 in other services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,326,647
Participants with balances161
Active participants124
Employer contributions$1,016,349
Employee contributions$1,226,045
Employer contribution per active participant$8,196
Average account balance$76,563
Benefits paid to participants$792,991
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 161 accts · $1.0M emplr
2023$9.2M · 193 accts · $936K emplr
2022$6.5M · 175 accts · $592K emplr
Administrative expenses, itemized · 2024
Investment management$6,649
Total administrative$6,649
The Civicactions, Inc. 401(k) match · 2024
Employer contribution per active participant$8,196
Median for plans this size$2,416
2024$8,196 per active participant
2023$7,197 per active participant
2022$4,976 per active participant

Civicactions, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
JULY BUSINESS SERVICES · Contract administrator · Recordkeeping$6,649

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024July Business Services
2023July Business Services

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

Administrative cost history3
2024$6,649 · 0.06%
2023$11,685 · 0.15%
2022$10,998 · 0.17%
Same employer
Similar plansOther Services · California
M.C. LLC CA$12.6M · 0.15%
McKinley Children's Center CA$12.5M · 0.69%
Coit Services, Inc. CA$12.5M · 0.70%
Abilitypath CA$12.1M · 0.08%
Progress Foundation CA$11.9M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 271709598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.