Plan Ledger DOL Form 5500 · updated monthly

Coalition for Humane Immigrant R401(k)

COALITION FOR HUMANE IMMIGRANT RIGHTS (CHIRLA) 401(K) PROFIT SH · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Coalition for Humane Immigrant R reported $18,938 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,538 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,260th of 9,483), and 2,419th of 3,341 in other services. In 2024, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 136 to 161 since 2022.

Plan summary
Net assets, end of year$4,323,846
Participants with balances338
Active participants161
Employer contributions$408,606
Employee contributions$559,212
Employer contribution per active participant$2,538
Average account balance$12,792
Benefits paid to participants$370,708
Plan auditUnmodified (clean) audit opinion
AuditorFRITH-SMITH & ARCHIBALD LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 338 accts · $409K emplr
2023$3.3M · 311 accts · $349K emplr
2022$2.2M · 285 accts · $273K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,517
Investment management$16,421
Total administrative$18,938
The Coalition for Humane Immigrant R 401(k) match · 2024
Employer contribution per active participant$2,538
Median for plans this size$1,313
2024$2,538 per active participant
2023$2,239 per active participant
2022$2,004 per active participant

Coalition for Humane Immigrant R'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
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$16,420
ADP, INC. · Loan processing · Recordkeeping$2,517
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$18,938 · 0.50%
2023$14,633 · 0.53%
2022$10,751 · 0.49%
Similar plansOther Services · California
The Growing Place CA$4.5M · 0.05%
Chosen Foods, LLC CA$4.3M · 0.71%
Caritas Management Corp CA$4.2M · 0.53%
Future Research, Inc. CA$4.0M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954421521 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.