Plan Ledger DOL Form 5500 · updated monthly

Community Action Partnership of Sonoma County401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY · SANTA ROSA, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Community Action Partnership of Sonoma County reported $2,677 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $742 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 rose from 0.04% to 0.05%. 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 California (6,767th of 9,483), and 7,507th of 11,911 in health care & social assistance. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 158 to 238 since 2022.

Plan summary
Net assets, end of year$5,734,498
Participants with balances272
Active participants238
Employer contributions$176,593
Employee contributions$329,231
Employer contribution per active participant$742
Average account balance$21,083
Benefits paid to participants$389,390
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 272 accts · $177K emplr
2023$5.0M · 274 accts · $155K emplr
2022$4.8M · 264 accts · $123K emplr
The Community Action Partnership of Sonoma County 401(k) match · 2024
Employer contribution per active participant$742
Median for plans this size$1,313
2024$742 per active participant
2023$832 per active participant
2022$781 per active participant

Community Action Partnership of Sonoma County's 2024 employer contribution ran below 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,677

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$2,677 · 0.05%
2023$1,338 · 0.03%
2022$1,939 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · California
Para Los Ninos CA$5.8M · 0.50%
Mdh Network, Inc. CA$5.7M · 0.61%
L.A. Family Housing Corp. CA$5.7M · 1.43%
Project Open Hand CA$5.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941648949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.