Plan Ledger DOL Form 5500 · updated monthly

Colusa Indian Community Council401(k)

COLUSA INDIAN COMMUNITY COUNCIL 401(K) PROFIT SHARING PLAN · COLUSA, CA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Colusa Indian Community Council reported $65,577 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,770 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 0.63% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,826th of 9,483), and 7,179th of 11,654 in professional & technical services. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 163 to 184 since 2022.

Plan summary
Net assets, end of year$12,707,930
Participants with balances262
Active participants184
Employer contributions$509,645
Employee contributions$879,963
Employer contribution per active participant$2,770
Average account balance$48,504
Benefits paid to participants$1,080,138
Plan auditUnmodified (clean) audit opinion
AuditorBLUEBIRD, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 262 accts · $510K emplr
2023$11.2M · 230 accts · $489K emplr
2022$9.4M · 224 accts · $471K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,721
Investment management$58,856
Total administrative$65,577
The Colusa Indian Community Council 401(k) match · 2024
Employer contribution per active participant$2,770
Median for plans this size$2,416
2024$2,770 per active participant
2023$2,718 per active participant
2022$2,891 per active participant

Colusa Indian Community Council's 2024 employer contribution ran above the $2,416 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
RYAN WEALTH MANAGEMENT · Investment advisory (plan)$45,877
BUCKINGHAM STRATEGIC PARTNERS, LLC · Investment advisory (plan)$12,979
NEWPORT GROUP, INC. · Contract administrator · Plan administrator$6,721

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

Administrative cost history3
2024$65,577 · 0.55%
2023$56,327 · 0.55%
2022$63,117 · 0.63%
Similar plansProfessional & Technical Services · California
Wiser Solutions, Inc. CA$12.9M · 0.29%
Veterans Ez Info, Inc. CA$12.8M · 0.37%
Grid Alternatives, Inc. CA$12.8M · 0.24%
Blytheco, Inc. CA$12.7M · 0.49%
Camunda Inc. CA$12.7M · 0.09%
AUTHENTIC8, Inc. CA$12.7M · 0.18%
Karius, Inc. CA$12.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680259444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.