Plan Ledger DOL Form 5500 · updated monthly

Community Action Partnership of KernMoney purchase plan

COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLAN · BAKERSFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Community Action Partnership of Kern reported $192,354 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,264 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,729th-largest of 9,483 plans among California employers on file, and the 2,836th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$29,183,758
Participants with balances1,336
Active participants1,080
Employer contributions$2,444,582
Employee contributions—
Employer contribution per active participant$2,264
Average account balance$21,844
Benefits paid to participants$2,136,483
Plan auditUnmodified (clean) audit opinion
AuditorDANIELLS PHILLIPS VAUGHAN & BOCK
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,009
Investment management$95,587
Total administrative$192,354
Employer contributions to the Community Action Partnership of Kern plan · 2024
Employer contribution per active participant$2,264
Median for plans this size$2,416

Community Action Partnership of Kern's 2024 employer contribution ran below 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 · 20242
NATIONWIDE · Recordkeeping$60,821
COMMUNITY ACTION PARTNERSHIP OF KER$22,463

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

Recordkeeper by year2
2024Nationwide
2023The Standard

This plan has changed recordkeepers within these filings. If you left Community Action Partnership of Kern before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history1
2024$192,354 · 0.70%
All plans at this employer3
COMMUNITY ACTION PARTNERSHIP OF KERN 401(A) PLANMoney purchase plan
COMMUNITY ACTION PARTNERSHIP OF KERN 403(B) PLAN403(b)
COMMUNITY ACTION PARTNERSHIP OF KERN 401A PLANMoney purchase plan
Same employer
Similar plansHealth Care & Social Assistance · California
San Francisco Food Bank CA$30.0M · 0.18%
Epic Care CA$29.3M · 0.35%
Community Health Group CA$29.1M · 0.54%
Workcare, Inc. CA$28.9M · 0.67%
Nvision Eye Centers, LLC CA$28.9M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952402760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.