Plan Ledger DOL Form 5500 · updated monthly

Community Interface ServicesProfit-sharing plan

COMMUNITY INTERFACE SERVICES RETIREMENT PLAN · VISTA, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Community Interface Services reported $38,988 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $7,692 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 0.51%. 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 (5,905th of 9,483), and 6,276th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$8,422,910
Participants with balances156
Active participants130
Employer contributions$1,000,000
Employee contributions—
Employer contribution per active participant$7,692
Average account balance$53,993
Benefits paid to participants$270,211
Plan auditUnmodified (clean) audit opinion
AuditorCONSIDINE & CONSIDINE
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 156 accts · $1.0M emplr
2023$7.0M · 141 accts · $400K emplr
2022$6.1M · 178 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,606
Investment management$17,082
Audit (IQPA)$10,300
Total administrative$38,988
Employer contributions to the Community Interface Services plan · 2024
Employer contribution per active participant$7,692
Median for plans this size$1,313
2024$7,692 per active participant
2023$3,200 per active participant
2022$2,344 per active participant

Community Interface Services'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
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$17,082
CONSIDINE AND CONSIDINE · Accounting / audit$10,300

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$38,988 · 0.51%
2023$38,619 · 0.59%
2022$31,048 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · California
Vida Health Inc CA$8.6M · 0.06%
Team Rubicon CA$8.5M · 0.04%
Carmel Valley Manor CA$8.4M · 0.24%
Parker Stanbury LLP CA$8.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953818176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.