Plan Ledger DOL Form 5500 · updated monthly

Community Legal Aid Socal401(k)

COMMUNITY LEGAL AID SOCAL 401(K) PROFIT SHARING PLAN · SANTA ANA, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Community Legal Aid Socal reported $56,197 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,656 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 0.21% to 0.34%. 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 the 4,043rd-largest of 9,483 plans among California employers on file, and 6,109th of 11,654 in professional & technical services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 98 to 147 since 2022.

Plan summary
Net assets, end of year$17,095,967
Participants with balances252
Active participants147
Employer contributions$390,503
Employee contributions$725,723
Employer contribution per active participant$2,656
Average account balance$67,841
Benefits paid to participants$281,457
Plan auditUnmodified (clean) audit opinion
AuditorGRUBER AND LOPEZ, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 252 accts · $391K emplr
2023$15.9M · 229 accts · $429K emplr
2022$13.5M · 213 accts · $331K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,197
Total administrative$56,197
The Community Legal Aid Socal 401(k) match · 2024
Employer contribution per active participant$2,656
Median for plans this size$2,416
2024$2,656 per active participant
2023$3,695 per active participant
2022$3,381 per active participant

Community Legal Aid Socal'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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$4,894
WILSHIRE ASSOCIATES INC. · Named fiduciary$280

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
2023Vanguard

This plan has changed recordkeepers within these filings. If you left Community Legal Aid Socal 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 history3
2024$56,197 · 0.34%
2023$22,293 · 0.15%
2022$28,321 · 0.21%
Same employer
Similar plansProfessional & Technical Services · California
Chownow, Inc CA$17.1M · 0.55%
Royal Holdco Corporation CA$17.1M · 0.56%
Identiv, Inc. CA$17.1M · 0.22%
Hcl America Solutions, Inc. CA$17.1M · 0.24%
Chugh, LLP CA$17.1M · 0.03%
Beyond Limits, Inc. CA$17.0M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951994337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.