Plan Ledger DOL Form 5500 · updated monthly

Coastal Community Action Program401(k)

COASTAL COMMUNITY ACTION PROGRAM 401(K) PLAN · ABERDEEN, WA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Coastal Community Action Program reported $1,250 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,542 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 0.074% to 0.068%. 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 Washington (1,561st of 1,714), and 9,984th of 11,911 in health care & social assistance. In 2024, the employer put in $3.53 for every $1.00 employees contributed themselves; active participation has grown from 97 to 141 since 2022.

Plan summary
Net assets, end of year$2,086,199
Participants with balances209
Active participants141
Employer contributions$217,433
Employee contributions$61,670
Employer contribution per active participant$1,542
Average account balance$9,982
Benefits paid to participants$54,536
Plan auditUnmodified (clean) audit opinion
AuditorAIKEN AND SANDERS, INC. PS
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 209 accts · $217K emplr
2023$1.6M · 169 accts · $173K emplr
2022$1.2M · 154 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,250
Total administrative$1,250
The Coastal Community Action Program 401(k) match · 2024
Employer contribution per active participant$1,542
Median for plans this size$1,313
2024$1,542 per active participant
2023$1,531 per active participant
2022$1,429 per active participant

Coastal Community Action Program's 2024 employer contribution ran above the $1,313 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 · 20243
CAPITAL GROUP RETIREMENT · Recordkeeping · Investment management$550
EDWARD JONES · Investment advisory (participants) · Investment advisory (plan)$10,132
PENSION PLAN SPECIALISTS PC · Accounting / audit · Actuarial$700

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT
2023CAPITAL GROUP RETIREMENT

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

Administrative cost history3
2024$1,250 · 0.07%
2023$2,062 · 0.14%
2022$970 · 0.07%
Similar plansHealth Care & Social Assistance · Washington
Provail WA$2.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 916066958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.